Sterling Financial Planning’s Visa V Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-968
| Closed | -$266K | – | 111 |
|
|
2024
Q3 | $266K | Sell |
968
-59
| -6% | -$16.2K | 0.1% | 95 |
|
|
2024
Q2 | $270K | Hold |
1,027
| – | – | 0.11% | 90 |
|
|
2024
Q1 | $287K | Buy |
+1,027
| New | +$287K | 0.12% | 90 |
|
|
2021
Q4 | – | Sell |
-94
| Closed | -$21K | – | 382 |
|
|
2021
Q3 | $21K | Hold |
94
| – | – | 0.01% | 260 |
|
|
2021
Q2 | $22K | Buy |
94
+64
| +213% | +$15K | 0.01% | 247 |
|
|
2021
Q1 | $6K | Hold |
30
| – | – | ﹤0.01% | 308 |
|
|
2020
Q4 | $7K | Buy |
+30
| New | +$7K | 0.01% | 284 |
|