SIG
Stanford Investment Group’s Visa V Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | – | Sell |
-3,650
| Closed | -$285K | – | 277 |
|
|
2016
Q4 | $285K | Buy |
3,650
+45
| +1% | +$3.51K | 0.14% | 42 |
|
|
2016
Q3 | $298K | Sell |
3,605
-184
| -5% | -$15.2K | 0.14% | 41 |
|
|
2016
Q2 | $281K | Hold |
3,789
| – | – | 0.14% | 43 |
|
|
2016
Q1 | $290K | Sell |
3,789
-187
| -5% | -$14.3K | 0.16% | 43 |
|
|
2015
Q4 | $308K | Hold |
3,976
| – | – | 0.17% | 43 |
|
|
2015
Q3 | $277K | Hold |
3,976
| – | – | 0.2% | 40 |
|
|
2015
Q2 | $267K | Hold |
3,976
| – | – | 0.2% | 38 |
|
|
2015
Q1 | $260K | Buy |
3,976
+2,959
| +291% | +$193K | 0.21% | 37 |
|
|
2014
Q4 | $267K | Buy |
+1,017
| New | +$267K | 0.22% | 36 |
|