TFO Wealth Partners’s Visa V Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-3
| Closed | -$837 | – | 713 |
|
|
2024
Q1 | $837 | Hold |
3
| – | – | ﹤0.01% | 187 |
|
|
2023
Q4 | $781 | Sell |
3
-785
| -100% | -$204K | ﹤0.01% | 243 |
|
|
2023
Q3 | $187K | Buy |
788
+3
| +0.4% | +$712 | 0.04% | 46 |
|
|
2023
Q2 | $186K | Buy |
785
+182
| +30% | +$43.2K | 0.04% | 46 |
|
|
2023
Q1 | $136K | Buy |
603
+602
| +60,200% | +$136K | 0.03% | 47 |
|
|
2022
Q4 | $27 | Buy |
+1
| New | +$27 | ﹤0.01% | 900 |
|
|
2022
Q3 | – | Sell |
-85
| Closed | -$17K | – | 480 |
|
|
2022
Q2 | $17K | Sell |
85
-265
| -76% | -$53K | ﹤0.01% | 93 |
|
|
2022
Q1 | $78K | Buy |
+350
| New | +$78K | 0.02% | 63 |
|
|
2021
Q2 | – | Sell |
-202
| Closed | -$43K | – | 186 |
|
|
2021
Q1 | $43K | Buy |
+202
| New | +$43K | 0.01% | 79 |
|
|
2020
Q4 | – | Sell |
-2,139
| Closed | -$428K | – | 165 |
|
|
2020
Q3 | $428K | Sell |
2,139
-24
| -1% | -$4.8K | 0.16% | 20 |
|
|
2020
Q2 | $418K | Buy |
2,163
+60
| +3% | +$11.6K | 0.16% | 21 |
|
|
2020
Q1 | $338K | Sell |
2,103
-150
| -7% | -$24.1K | 0.15% | 27 |
|
|
2019
Q4 | $423K | Buy |
+2,253
| New | +$423K | 0.39% | 21 |
|