TWM
Trevian Wealth Management’s Visa V Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-1,039
| Closed | -$234K | – | 24 |
|
|
2023
Q1 | $234K | Buy |
1,039
+2
| +0.2% | +$450 | 0.22% | 26 |
|
|
2022
Q4 | $215K | Sell |
1,037
-123
| -11% | -$25.5K | 0.24% | 31 |
|
|
2022
Q3 | $206K | Buy |
1,160
+2
| +0.2% | +$355 | 0.23% | 31 |
|
|
2022
Q2 | $228K | Buy |
1,158
+2
| +0.2% | +$394 | 0.25% | 28 |
|
|
2022
Q1 | $256K | Sell |
1,156
-20
| -2% | -$4.43K | 0.25% | 30 |
|
|
2021
Q4 | $256K | Buy |
+1,176
| New | +$256K | 0.25% | 36 |
|