Triad Financial Advisors’s Visa V Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $271K | Buy |
1,179
+126
| +12% | +$29K | 0.1% | 85 |
|
|
2023
Q2 | $250K | Sell |
1,053
-1
| -0.1% | -$237 | 0.1% | 84 |
|
|
2023
Q1 | $238K | Sell |
1,054
-2
| -0.2% | -$451 | 0.1% | 87 |
|
|
2022
Q4 | $219K | Buy |
+1,056
| New | +$219K | 0.1% | 103 |
|
|
2022
Q2 | – | Sell |
-1,249
| Closed | -$277K | – | 116 |
|
|
2022
Q1 | $277K | Sell |
1,249
-27
| -2% | -$5.99K | 0.15% | 84 |
|
|
2021
Q4 | $277K | Buy |
+1,276
| New | +$277K | 0.16% | 97 |
|