Successful Portfolios’s Visa V Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-1,232
| Closed | -$278K | – | 191 |
|
|
2023
Q1 | $278K | Buy |
1,232
+43
| +4% | +$9.7K | 0.17% | 144 |
|
|
2022
Q4 | $247K | Buy |
+1,189
| New | +$247K | 0.16% | 152 |
|
|
2021
Q1 | – | Sell |
-1,009
| Closed | -$221K | – | 198 |
|
|
2020
Q4 | $221K | Sell |
1,009
-182
| -15% | -$39.9K | 0.16% | 159 |
|
|
2020
Q3 | $238K | Sell |
1,191
-19
| -2% | -$3.8K | 0.19% | 136 |
|
|
2020
Q2 | $234K | Buy |
+1,210
| New | +$234K | 0.21% | 134 |
|