Strategic Wealth Management Group’s Visa V Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2021 Q2	–	Sell	-1,048	Closed	-$222K	–	135
2021 Q1	$222K	Buy	1,048 +21	+2%	+$4.45K	0.08%	125
2020 Q4	$225K	Sell	1,027 -9	-0.9%	-$1.97K	0.1%	114
2020 Q3	$207K	Buy	+1,036	New	+$207K	0.1%	110