SVA Wealth Management’s Visa V Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | $16.1M | Sell |
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|
2020
Q3 | $15.8M | Sell |
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|
2020
Q2 | $15.5M | Sell |
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|
2020
Q1 | $12.9M | Sell |
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|
2019
Q4 | $16M | Sell |
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|
2019
Q3 | $14.9M | Sell |
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|
2019
Q2 | $15.2M | Sell |
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|
2019
Q1 | $17.1M | Buy |
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|
2018
Q4 | $14.4M | Buy |
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|
2018
Q3 | $16.2M | Buy |
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|
2018
Q2 | $13.9M | Buy |
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|
2018
Q1 | $10.8M | Buy |
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|
2017
Q4 | $11.5M | Sell |
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|
2017
Q3 | $10.8M | Buy |
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|
2017
Q2 | $9.54M | Buy |
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|
2017
Q1 | $8.96M | Sell |
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|
2016
Q4 | $8.24M | Sell |
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|
2016
Q3 | $8.91M | Buy |
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|
2016
Q2 | $7.72M | Buy |
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|
2016
Q1 | $7.85M | Buy |
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|
2015
Q4 | $7.36M | Buy |
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|
2015
Q3 | $6.21M | Buy |
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|
2015
Q2 | $5.5M | Sell |
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|
2015
Q1 | $5.36M | Buy |
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|
2014
Q4 | $388K | Buy |
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|
2014
Q3 | $289K | Buy |
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|
2014
Q2 | $268K | Buy |
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|
2014
Q1 | $243K | Buy |
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|
2013
Q4 | $202K | Buy |
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