TI
tru Independence’s Visa V Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $244K | Buy |
687
+27
| +4% | +$9.59K | 0.07% | 112 |
|
2025
Q1 | $231K | Buy |
660
+6
| +0.9% | +$2.1K | 0.07% | 107 |
|
2024
Q4 | $207K | Buy |
+654
| New | +$207K | 0.06% | 111 |
|
2021
Q3 | – | Sell |
-547
| Closed | -$128K | – | 326 |
|
2021
Q2 | $128K | Sell |
547
-974
| -64% | -$228K | 0.04% | 113 |
|
2021
Q1 | $322K | Sell |
1,521
-434
| -22% | -$91.9K | 0.06% | 206 |
|
2020
Q4 | $428 | Buy |
1,955
+556
| +40% | +$122 | ﹤0.01% | 389 |
|
2020
Q3 | $280K | Sell |
1,399
-2,070
| -60% | -$414K | 0.08% | 144 |
|
2020
Q2 | $670 | Buy |
3,469
+1,142
| +49% | +$221 | 0.1% | 150 |
|
2020
Q1 | $374 | Hold |
2,327
| – | – | 0.06% | 167 |
|
2019
Q4 | $374K | Buy |
+2,327
| New | +$374K | 0.05% | 193 |
|