Summit Wealth Group’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	-107,544	Closed	–	–	250
2023 Q1	$0	Buy	+107,544	New	–	﹤0.01%	257
2021 Q3	–	Sell	-711	Closed	-$166K	–	207
2021 Q2	$166K	Hold	711	–	–	0.25%	27
2021 Q1	$151K	Buy	+711	New	+$151K	0.24%	23