Strategic Capital Group’s Visa V Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2014
Q2 | $4.37M | Sell |
82,912
-5,204
| -6% | -$274K | 1.36% | 21 |
|
2014
Q1 | $4.76M | Buy |
88,116
+35,004
| +66% | +$1.89M | 1.54% | 15 |
|
2013
Q4 | $2.96M | Sell |
53,112
-33,640
| -39% | -$1.87M | 2.3% | 4 |
|
2013
Q3 | $4.15M | Buy |
86,752
+17,652
| +26% | +$843K | 1.56% | 13 |
|
2013
Q2 | $3.16M | Buy |
+69,100
| New | +$3.16M | 1.57% | 12 |
|