TCPWM
Traverso Chambers Private Wealth Management’s Visa V Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $852K | Sell |
3,272
-22
| -0.7% | -$5.73K | 0.21% | 61 |
|
|
2023
Q3 | $758K | Buy |
3,294
+31
| +1% | +$7.13K | 0.2% | 58 |
|
|
2023
Q2 | $775K | Hold |
3,263
| – | – | 0.2% | 57 |
|
|
2023
Q1 | $736K | Buy |
3,263
+75
| +2% | +$16.9K | 0.2% | 57 |
|
|
2022
Q4 | $662K | Sell |
3,188
-54
| -2% | -$11.2K | 0.19% | 59 |
|
|
2022
Q3 | $576K | Buy |
3,242
+4
| +0.1% | +$711 | 0.18% | 62 |
|
|
2022
Q2 | $638K | Sell |
3,238
-243
| -7% | -$47.9K | 0.21% | 58 |
|
|
2022
Q1 | $772K | Buy |
3,481
+422
| +14% | +$93.6K | 0.23% | 55 |
|
|
2021
Q4 | $663K | Hold |
3,059
| – | – | 0.2% | 61 |
|
|
2021
Q3 | $681K | Hold |
3,059
| – | – | 0.21% | 58 |
|
|
2021
Q2 | $715K | Sell |
3,059
-216
| -7% | -$50.5K | 0.23% | 55 |
|
|
2021
Q1 | $693K | Hold |
3,275
| – | – | 0.23% | 54 |
|
|
2020
Q4 | $716K | Sell |
3,275
-138
| -4% | -$30.2K | 0.26% | 52 |
|
|
2020
Q3 | $682K | Hold |
3,413
| – | – | 0.26% | 47 |
|
|
2020
Q2 | $659K | Hold |
3,413
| – | – | 0.28% | 48 |
|
|
2020
Q1 | $550K | Hold |
3,413
| – | – | 0.26% | 52 |
|
|
2019
Q4 | $641K | Hold |
3,413
| – | – | 0.27% | 51 |
|
|
2019
Q3 | $587K | Hold |
3,413
| – | – | 0.28% | 49 |
|
|
2019
Q2 | $598K | Hold |
3,413
| – | – | 0.29% | 48 |
|
|
2019
Q1 | $533K | Buy |
3,413
+489
| +17% | +$76.4K | 0.26% | 51 |
|
|
2018
Q4 | $386K | Buy |
+2,924
| New | +$386K | 0.21% | 59 |
|