Squar Milner Financial Services’s Visa V Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-5,119
| Closed | -$989K | – | 184 |
|
|
2020
Q2 | $989K | Buy |
5,119
+1,232
| +32% | +$238K | 0.56% | 43 |
|
|
2020
Q1 | $626K | Sell |
3,887
-871
| -18% | -$140K | 0.38% | 54 |
|
|
2019
Q4 | $894K | Sell |
4,758
-717
| -13% | -$135K | 0.45% | 36 |
|
|
2019
Q3 | $1.1M | Buy |
5,475
+3,152
| +136% | +$630K | 0.56% | 46 |
|
|
2019
Q2 | $403K | Buy |
2,323
+491
| +27% | +$85.2K | 0.27% | 88 |
|
|
2019
Q1 | $286K | Buy |
1,832
+157
| +9% | +$24.5K | 0.21% | 115 |
|
|
2018
Q4 | $221K | Buy |
1,675
+90
| +6% | +$11.9K | 0.21% | 120 |
|
|
2018
Q3 | $238K | Sell |
1,585
-817
| -34% | -$123K | 0.21% | 128 |
|
|
2018
Q2 | $318K | Buy |
2,402
+60
| +3% | +$7.94K | 0.28% | 95 |
|
|
2018
Q1 | $280K | Buy |
2,342
+379
| +19% | +$45.3K | 0.35% | 104 |
|
|
2017
Q4 | $245K | Buy |
+1,963
| New | +$245K | 0.3% | 122 |
|