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Stephen J. Garry & Associates’s Visa V Stock Holding History

Stephen J. Garry & Associates’s Portfolio V Stock Details V Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-825
Closed -$227K – 45
2024
Q3 		$227K Hold
825
– – 0.22% 39
2024
Q2 		$217K Hold
825
– – 0.22% 37
2024
Q1 		$230K Hold
825
– – 0.24% 37
2023
Q4 		$215K Buy
+825
New +$215K 0.24% 38