Stevens First Principles Investment Advisors’s Visa V Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | $10K | Buy |
55
+40
| +267% | +$7.27K | 0.01% | 123 |
|
|
2019
Q1 | $2K | Hold |
15
| – | – | ﹤0.01% | 151 |
|
|
2018
Q4 | $2K | Hold |
15
| – | – | ﹤0.01% | 149 |
|
|
2018
Q3 | $2K | Buy |
+15
| New | +$2K | ﹤0.01% | 157 |
|
|
2018
Q1 | – | Sell |
-108
| Closed | -$12K | – | 192 |
|
|
2017
Q4 | $12K | Hold |
108
| – | – | 0.01% | 150 |
|
|
2017
Q3 | $11K | Hold |
108
| – | – | 0.01% | 145 |
|
|
2017
Q2 | $10K | Hold |
108
| – | – | 0.01% | 145 |
|
|
2017
Q1 | $10K | Hold |
108
| – | – | 0.01% | 139 |
|
|
2016
Q4 | $8K | Hold |
108
| – | – | 0.01% | 143 |
|
|
2016
Q3 | $9K | Hold |
108
| – | – | 0.01% | 127 |
|
|
2016
Q2 | $8K | Hold |
108
| – | – | 0.01% | 121 |
|
|
2016
Q1 | $8K | Sell |
108
-892
| -89% | -$66.1K | 0.01% | 115 |
|
|
2015
Q4 | $78K | Buy |
+1,000
| New | +$78K | 0.07% | 92 |
|