Sonen Capital’s Visa V Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $581K | Hold |
2,230
| – | – | 1.1% | 33 |
|
|
2023
Q3 | $513K | Buy |
+2,230
| New | +$513K | 1.01% | 35 |
|
|
2022
Q2 | – | Sell |
-7,878
| Closed | -$1.75M | – | 111 |
|
|
2022
Q1 | $1.75M | Hold |
7,878
| – | – | 2.11% | 12 |
|
|
2021
Q4 | $1.71M | Buy |
+7,878
| New | +$1.71M | 1.65% | 20 |
|