South Shore Capital Advisors’s Visa V Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2022
Q3 | $1.48M | Buy |
8,344
+104
| +1% | +$18.5K | 3.45% | 5 |
|
2022
Q2 | $1.62M | Buy |
8,240
+44
| +0.5% | +$8.67K | 3.39% | 5 |
|
2022
Q1 | $1.82M | Buy |
8,196
+763
| +10% | +$169K | 2.96% | 5 |
|
2021
Q4 | $1.61M | Buy |
7,433
+192
| +3% | +$41.6K | 2.63% | 6 |
|
2021
Q3 | $1.61M | Buy |
7,241
+71
| +1% | +$15.8K | 2.92% | 4 |
|
2021
Q2 | $1.68M | Sell |
7,170
-2,956
| -29% | -$691K | 2.97% | 5 |
|
2021
Q1 | $2.14M | Sell |
10,126
-2,065
| -17% | -$437K | 2.13% | 9 |
|
2020
Q4 | $2.67M | Buy |
+12,191
| New | +$2.67M | 2.64% | 8 |
|