TWP
V icon

Total Wealth Planning’s Visa V Stock Holding History

Total Wealth Planning’s Portfolio V Stock Details V Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2021
Q3 		– Sell
-1,070
Closed -$250K – 47
2021
Q2 		$250K Buy
+1,070
New +$250K 0.1% 43