Sweet Financial Partners’s Visa V Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $3.96M | Sell |
14,389
-114
| -0.8% | -$31.3K | 0.86% | 19 |
|
|
2024
Q2 | $3.81M | Buy |
14,503
+458
| +3% | +$120K | 0.87% | 19 |
|
|
2024
Q1 | $3.92M | Buy |
14,045
+869
| +7% | +$243K | 0.9% | 15 |
|
|
2023
Q4 | $3.43M | Buy |
13,176
+1,339
| +11% | +$349K | 0.82% | 20 |
|
|
2023
Q3 | $2.72M | Buy |
11,837
+337
| +3% | +$77.5K | 0.72% | 21 |
|
|
2023
Q2 | $2.73M | Buy |
11,500
+1,996
| +21% | +$474K | 0.71% | 22 |
|
|
2023
Q1 | $2.14M | Buy |
9,504
+1,189
| +14% | +$268K | 0.59% | 29 |
|
|
2022
Q4 | $1.73M | Buy |
8,315
+524
| +7% | +$109K | 0.51% | 28 |
|
|
2022
Q3 | $1.38M | Buy |
7,791
+345
| +5% | +$61.3K | 0.44% | 28 |
|
|
2022
Q2 | $1.47M | Buy |
7,446
+847
| +13% | +$167K | 0.46% | 30 |
|
|
2022
Q1 | $1.46M | Buy |
6,599
+2,956
| +81% | +$655K | 0.39% | 34 |
|
|
2021
Q4 | $789K | Buy |
+3,643
| New | +$789K | 0.33% | 43 |
|