StrategIQ 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
Q4 | $1.01M | Buy |
3,891
+1
| +0% | +$260 | 0.11% | 146 |
|
|
2023
Q3 | $895K | Sell |
3,890
-25
| -0.6% | -$5.75K | 0.1% | 153 |
|
|
2023
Q2 | $930K | Buy |
3,915
+83
| +2% | +$19.7K | 0.11% | 145 |
|
|
2023
Q1 | $864K | Hold |
3,832
| – | – | 0.1% | 144 |
|
|
2022
Q4 | $796K | Sell |
3,832
-70
| -2% | -$14.5K | 0.09% | 145 |
|
|
2022
Q3 | $693K | Hold |
3,902
| – | – | 0.09% | 150 |
|
|
2022
Q2 | $768K | Sell |
3,902
-95
| -2% | -$18.7K | 0.09% | 149 |
|
|
2022
Q1 | $886K | Buy |
3,997
+118
| +3% | +$26.2K | 0.1% | 142 |
|
|
2021
Q4 | $841K | Buy |
3,879
+1,234
| +47% | +$268K | 0.08% | 156 |
|
|
2021
Q3 | $589K | Hold |
2,645
| – | – | 0.12% | 138 |
|
|
2021
Q2 | $618K | Hold |
2,645
| – | – | 0.12% | 132 |
|
|
2021
Q1 | $560K | Buy |
2,645
+1
| +0% | +$212 | 0.12% | 132 |
|
|
2020
Q4 | $578K | Buy |
2,644
+409
| +18% | +$89.4K | 0.13% | 128 |
|
|
2020
Q3 | $447K | Buy |
2,235
+80
| +4% | +$16K | 0.11% | 139 |
|
|
2020
Q2 | $416K | Buy |
2,155
+50
| +2% | +$9.65K | 0.11% | 132 |
|
|
2020
Q1 | $339K | Buy |
2,105
+154
| +8% | +$24.8K | 0.11% | 141 |
|
|
2019
Q4 | $367K | Buy |
1,951
+88
| +5% | +$16.6K | 0.09% | 154 |
|
|
2019
Q3 | $320K | Sell |
1,863
-300
| -14% | -$51.5K | 0.09% | 154 |
|
|
2019
Q2 | $375K | Hold |
2,163
| – | – | 0.11% | 145 |
|
|
2019
Q1 | $338K | Buy |
2,163
+150
| +7% | +$23.4K | 0.1% | 143 |
|
|
2018
Q4 | $266K | Hold |
2,013
| – | – | 0.09% | 150 |
|
|
2018
Q3 | $302K | Buy |
2,013
+155
| +8% | +$23.3K | 0.1% | 149 |
|
|
2018
Q2 | $246K | Buy |
+1,858
| New | +$246K | 0.09% | 156 |
|