Steward Financial Group’s Visa V Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $172K | Sell |
748
-49
| -6% | -$11.3K | 0.05% | 78 |
|
|
2023
Q2 | $189K | Buy |
797
+103
| +15% | +$24.4K | 0.06% | 65 |
|
|
2023
Q1 | $156K | Buy |
694
+125
| +22% | +$28.1K | 0.05% | 52 |
|
|
2022
Q4 | $118K | Buy |
+569
| New | +$118K | 0.06% | 52 |
|
|
2022
Q3 | – | Sell |
-811
| Closed | -$159K | – | 1259 |
|
|
2022
Q2 | $159K | Sell |
811
-362
| -31% | -$71K | 0.13% | 43 |
|
|
2022
Q1 | $260K | Buy |
1,173
+1,063
| +966% | +$236K | 0.23% | 28 |
|
|
2021
Q4 | $23K | Buy |
+110
| New | +$23K | 0.02% | 117 |
|