Stifel Trust’s Visa V Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q3 | $4.27M | Sell |
80,068
-3,076
| -4% | -$164K | 0.82% | 56 |
|
|
2014
Q2 | $4.38M | Sell |
83,144
-1,576
| -2% | -$83K | 0.82% | 53 |
|
|
2014
Q1 | $4.57M | Buy |
84,720
+18,432
| +28% | +$995K | 0.86% | 49 |
|
|
2013
Q4 | $3.69M | Buy |
66,288
+14,036
| +27% | +$782K | 0.69% | 58 |
|
|
2013
Q3 | $2.5M | Buy |
52,252
+48,692
| +1,368% | +$2.33M | 0.5% | 78 |
|
|
2013
Q2 | $163K | Buy |
+3,560
| New | +$163K | 0.03% | 188 |
|