Ten Capital Wealth Advisors’s Visa V Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $290K | Buy |
1,223
+210
| +21% | +$49.8K | 0.08% | 103 |
|
|
2023
Q1 | $228K | Buy |
1,013
+73
| +8% | +$16.5K | 0.07% | 100 |
|
|
2022
Q4 | $195K | Sell |
940
-380
| -29% | -$78.9K | 0.08% | 88 |
|
|
2022
Q3 | $234K | Buy |
1,320
+170
| +15% | +$30.1K | 0.11% | 70 |
|
|
2022
Q2 | $226K | Sell |
1,150
-200
| -15% | -$39.3K | 0.1% | 71 |
|
|
2022
Q1 | $299K | Sell |
1,350
-8
| -0.6% | -$1.77K | 0.12% | 63 |
|
|
2021
Q4 | $294K | Buy |
1,358
+275
| +25% | +$59.5K | 0.12% | 56 |
|
|
2021
Q3 | $241K | Sell |
1,083
-12
| -1% | -$2.67K | 0.11% | 58 |
|
|
2021
Q2 | $256K | Buy |
1,095
+8
| +0.7% | +$1.87K | 0.06% | 121 |
|
|
2021
Q1 | $230K | Hold |
1,087
| – | – | 0.06% | 123 |
|
|
2020
Q4 | $238K | Buy |
+1,087
| New | +$238K | 0.07% | 118 |
|