SJIA
St. James Investment Advisors’s Visa V Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $45.5K | Buy |
219
+81
| +59% | +$16.8K | 0.08% | 73 |
|
|
2022
Q3 | $25K | Buy |
138
+20
| +17% | +$3.62K | 0.05% | 75 |
|
|
2022
Q2 | $23K | Buy |
+118
| New | +$23K | 0.05% | 80 |
|
|
2022
Q1 | – | Sell |
-228
| Closed | -$49K | – | 86 |
|
|
2021
Q4 | $49K | Buy |
+228
| New | +$49K | 0.04% | 77 |
|