TWM
Torch Wealth Management’s Visa V Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | $3.81M | Sell |
20,298
-531
| -3% | -$99.8K | 2.11% | 7 |
|
|
2019
Q3 | $3.58M | Sell |
20,829
-1,300
| -6% | -$224K | 2.12% | 7 |
|
|
2019
Q2 | $3.84M | Sell |
22,129
-774
| -3% | -$134K | 2.3% | 7 |
|
|
2019
Q1 | $3.58M | Sell |
22,903
-1,100
| -5% | -$172K | 2.21% | 6 |
|
|
2018
Q4 | $3.17M | Sell |
24,003
-1,575
| -6% | -$208K | 2.27% | 7 |
|
|
2018
Q3 | $3.84M | Sell |
25,578
-600
| -2% | -$90.1K | 2.3% | 6 |
|
|
2018
Q2 | $3.47M | Buy |
26,178
+90
| +0.3% | +$11.9K | 2.18% | 6 |
|
|
2018
Q1 | $3.12M | Sell |
26,088
-499
| -2% | -$59.7K | 2.02% | 7 |
|
|
2017
Q4 | $3.03M | Sell |
26,587
-900
| -3% | -$103K | 1.85% | 11 |
|
|
2017
Q3 | $2.89M | Sell |
27,487
-750
| -3% | -$78.9K | 1.9% | 13 |
|
|
2017
Q2 | $2.65M | Sell |
28,237
-1,040
| -4% | -$97.5K | 1.83% | 15 |
|
|
2017
Q1 | $2.6M | Sell |
29,277
-4,090
| -12% | -$364K | 1.73% | 14 |
|
|
2016
Q4 | $2.6M | Sell |
33,367
-950
| -3% | -$74.1K | 1.84% | 14 |
|
|
2016
Q3 | $2.84M | Sell |
34,317
-525
| -2% | -$43.4K | 2.07% | 10 |
|
|
2016
Q2 | $2.58M | Buy |
34,842
+800
| +2% | +$59.3K | 1.89% | 13 |
|
|
2016
Q1 | $2.6M | Sell |
34,042
-2,100
| -6% | -$161K | 1.96% | 12 |
|
|
2015
Q4 | $2.8M | Buy |
36,142
+1,500
| +4% | +$116K | 2.05% | 9 |
|
|
2015
Q3 | $2.41M | Sell |
34,642
-2,350
| -6% | -$164K | 1.86% | 14 |
|
|
2015
Q2 | $2.48M | Buy |
36,992
+1,600
| +5% | +$107K | 1.72% | 17 |
|
|
2015
Q1 | $2.32M | Buy |
35,392
+26,519
| +299% | +$1.73M | 1.79% | 19 |
|
|
2014
Q4 | $2.33M | Sell |
8,873
-708
| -7% | -$186K | 1.79% | 18 |
|
|
2014
Q3 | $2.04M | Sell |
9,581
-184
| -2% | -$39.3K | 1.5% | 24 |
|
|
2014
Q2 | $2.06M | Hold |
9,765
| – | – | 1.4% | 24 |
|
|
2014
Q1 | $2.11M | Buy |
9,765
+175
| +2% | +$37.8K | 1.53% | 19 |
|
|
2013
Q4 | $2.14M | Buy |
+9,590
| New | +$2.14M | 1.63% | 16 |
|