SFA
Source Financial Advisors’s Visa V Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $490K | Sell |
1,782
-71
| -4% | -$19.5K | 0.14% | 71 |
|
|
2024
Q2 | $486K | Buy |
1,853
+21
| +1% | +$5.51K | 0.15% | 70 |
|
|
2024
Q1 | $511K | Sell |
1,832
-282
| -13% | -$78.7K | 0.16% | 69 |
|
|
2023
Q4 | $550K | Buy |
2,114
+9
| +0.4% | +$2.34K | 0.17% | 74 |
|
|
2023
Q3 | $484K | Buy |
2,105
+36
| +2% | +$8.28K | 0.16% | 77 |
|
|
2023
Q2 | $491K | Buy |
2,069
+823
| +66% | +$195K | 0.16% | 82 |
|
|
2023
Q1 | $281K | Buy |
+1,246
| New | +$281K | 0.09% | 105 |
|
|
2021
Q4 | – | Sell |
-993
| Closed | -$221K | – | 115 |
|
|
2021
Q3 | $221K | Buy |
993
+9
| +0.9% | +$2K | 0.06% | 99 |
|
|
2021
Q2 | $230K | Sell |
984
-47
| -5% | -$11K | 0.06% | 99 |
|
|
2021
Q1 | $218K | Sell |
1,031
-2,080
| -67% | -$440K | 0.06% | 103 |
|
|
2020
Q4 | $680K | Buy |
+3,111
| New | +$680K | 0.18% | 61 |
|