SWM
SVA Wealth Management’s Visa V Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | $16.1M | Sell |
73,414
-5,482
| -7% | -$1.2M | 1.4% | 9 |
|
|
2020
Q3 | $15.8M | Sell |
78,896
-1,245
| -2% | -$249K | 1.56% | 10 |
|
|
2020
Q2 | $15.5M | Sell |
80,141
-20
| -0% | -$3.86K | 1.65% | 10 |
|
|
2020
Q1 | $12.9M | Sell |
80,161
-4,987
| -6% | -$803K | 1.48% | 11 |
|
|
2019
Q4 | $16M | Sell |
85,148
-1,554
| -2% | -$292K | 1.47% | 10 |
|
|
2019
Q3 | $14.9M | Sell |
86,702
-976
| -1% | -$168K | 1.46% | 10 |
|
|
2019
Q2 | $15.2M | Sell |
87,678
-22,118
| -20% | -$3.84M | 1.5% | 10 |
|
|
2019
Q1 | $17.1M | Buy |
109,796
+997
| +0.9% | +$156K | 1.66% | 10 |
|
|
2018
Q4 | $14.4M | Buy |
108,799
+1,001
| +0.9% | +$132K | 1.61% | 10 |
|
|
2018
Q3 | $16.2M | Buy |
107,798
+3,226
| +3% | +$484K | 1.64% | 10 |
|
|
2018
Q2 | $13.9M | Buy |
104,572
+2,217
| +2% | +$294K | 1.5% | 11 |
|
|
2018
Q1 | $10.8M | Buy |
102,355
+1,102
| +1% | +$116K | 1.33% | 12 |
|
|
2017
Q4 | $11.5M | Sell |
101,253
-1,102
| -1% | -$126K | 1.35% | 13 |
|
|
2017
Q3 | $10.8M | Buy |
102,355
+662
| +0.7% | +$69.7K | 1.33% | 12 |
|
|
2017
Q2 | $9.54M | Buy |
101,693
+911
| +0.9% | +$85.4K | 1.24% | 15 |
|
|
2017
Q1 | $8.96M | Sell |
100,782
-4,776
| -5% | -$424K | 1.22% | 16 |
|
|
2016
Q4 | $8.24M | Sell |
105,558
-2,206
| -2% | -$172K | 1.23% | 17 |
|
|
2016
Q3 | $8.91M | Buy |
107,764
+3,704
| +4% | +$306K | 1.39% | 15 |
|
|
2016
Q2 | $7.72M | Buy |
104,060
+1,437
| +1% | +$107K | 1.25% | 18 |
|
|
2016
Q1 | $7.85M | Buy |
102,623
+7,700
| +8% | +$589K | 1.3% | 18 |
|
|
2015
Q4 | $7.36M | Buy |
94,923
+5,737
| +6% | +$445K | 1.27% | 19 |
|
|
2015
Q3 | $6.21M | Buy |
89,186
+7,290
| +9% | +$508K | 1.16% | 20 |
|
|
2015
Q2 | $5.5M | Sell |
81,896
-12
| -0% | -$806 | 1.01% | 32 |
|
|
2015
Q1 | $5.36M | Buy |
81,908
+80,429
| +5,438% | +$5.26M | 0.98% | 32 |
|
|
2014
Q4 | $388K | Buy |
1,479
+125
| +9% | +$32.8K | 0.14% | 134 |
|
|
2014
Q3 | $289K | Buy |
1,354
+84
| +7% | +$17.9K | 0.12% | 131 |
|
|
2014
Q2 | $268K | Buy |
1,270
+145
| +13% | +$30.6K | 0.11% | 138 |
|
|
2014
Q1 | $243K | Buy |
1,125
+217
| +24% | +$46.9K | 0.11% | 136 |
|
|
2013
Q4 | $202K | Buy |
+908
| New | +$202K | 0.12% | 127 |
|