TIAM2
Tru Independence Asset Management 2’s Visa V Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-6,222
| Closed | -$1.39M | – | 145 |
|
|
2021
Q3 | $1.39M | Buy |
6,222
+1,004
| +19% | +$224K | 0.98% | 19 |
|
|
2021
Q2 | $1.22M | Buy |
5,218
+2,002
| +62% | +$468K | 0.83% | 31 |
|
|
2021
Q1 | $681K | Buy |
3,216
+296
| +10% | +$62.7K | 0.54% | 46 |
|
|
2020
Q4 | $639K | Buy |
+2,920
| New | +$639K | 0.54% | 44 |
|