Spotlight Asset Group’s Visa V Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $1.29M | Buy |
4,927
+241
| +5% | +$63.3K | 0.9% | 24 |
|
|
2024
Q1 | $1.31M | Buy |
4,686
+525
| +13% | +$147K | 0.94% | 22 |
|
|
2023
Q4 | $957K | Hold |
4,161
| – | – | 0.87% | 22 |
|
|
2023
Q3 | $957K | Buy |
4,161
+182
| +5% | +$41.9K | 0.87% | 22 |
|
|
2023
Q2 | $945K | Sell |
3,979
-194
| -5% | -$46.1K | 0.85% | 22 |
|
|
2023
Q1 | $794K | Buy |
+4,173
| New | +$794K | 0.79% | 24 |
|
|
2022
Q3 | $794K | Buy |
+4,173
| New | +$794K | 0.79% | 24 |
|
|
2021
Q3 | $1.48M | Sell |
6,639
-1,751
| -21% | -$390K | 0.74% | 27 |
|
|
2021
Q2 | $1.96M | Buy |
8,390
+521
| +7% | +$122K | 0.76% | 27 |
|
|
2021
Q1 | $1.67M | Sell |
7,869
-2,050
| -21% | -$434K | 0.63% | 32 |
|
|
2020
Q4 | $2.17M | Buy |
9,919
+52
| +0.5% | +$11.4K | 0.81% | 19 |
|
|
2020
Q3 | $1.97M | Sell |
9,867
-912
| -8% | -$182K | 0.78% | 20 |
|
|
2020
Q2 | $2.08M | Buy |
10,779
+4,194
| +64% | +$810K | 0.87% | 20 |
|
|
2020
Q1 | $1.06M | Sell |
6,585
-4,296
| -39% | -$692K | 0.56% | 34 |
|
|
2019
Q4 | $1.89M | Buy |
+10,881
| New | +$1.89M | 0.9% | 24 |
|