Stevens First Principles Investment Advisors’s Visa V Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | $10K | Buy |
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|
2019
Q1 | $2K | Hold |
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|
2018
Q4 | $2K | Hold |
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|
2018
Q3 | $2K | Buy |
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|
2018
Q1 | – | Sell |
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|
2017
Q4 | $12K | Hold |
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|
2017
Q3 | $11K | Hold |
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|
2017
Q2 | $10K | Hold |
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|
2017
Q1 | $10K | Hold |
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|
2016
Q4 | $8K | Hold |
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|
2016
Q3 | $9K | Hold |
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|
2016
Q2 | $8K | Hold |
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|
2016
Q1 | $8K | Sell |
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|
2015
Q4 | $78K | Buy |
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