SteelBridge Private Wealth Advisors’s Visa V Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | $431K | Sell |
3,599
-2,016
| -36% | -$241K | 3.73% | 8 |
|
|
2017
Q4 | $640K | Sell |
5,615
-118
| -2% | -$13.5K | 5.4% | 4 |
|
|
2017
Q3 | $603K | Sell |
5,733
-286
| -5% | -$30.1K | 5.78% | 3 |
|
|
2017
Q2 | $564K | Sell |
6,019
-20
| -0.3% | -$1.87K | 0.79% | 28 |
|
|
2017
Q1 | $537K | Sell |
6,039
-48
| -0.8% | -$4.27K | 0.81% | 27 |
|
|
2016
Q4 | $503K | Hold |
6,087
| – | – | 0.79% | 29 |
|
|
2016
Q3 | $503K | Buy |
6,087
+1
| +0% | +$83 | 1.46% | 14 |
|
|
2016
Q2 | $484K | Buy |
6,086
+1,707
| +39% | +$136K | 1.46% | 13 |
|
|
2016
Q1 | $335K | Buy |
+4,379
| New | +$335K | 0.68% | 27 |
|