Triad Financial Advisors’s Visa V Stock Holding History

Triad Financial Advisors’s Portfolio V Stock Details V Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	$271K	Buy
2023 Q2	$250K	Sell
2023 Q1	$238K	Sell
2022 Q4	$219K	Buy
2022 Q2	–	Sell
2022 Q1	$277K	Sell
2021 Q4	$277K	Buy