True Link Financial Advisors’s Visa V Stock Holding History

True Link Financial Advisors’s Portfolio V Stock Details V Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell
2024 Q4	$208K	Buy
2023 Q4	–	Sell
2023 Q3	$252K	Buy
2023 Q2	$211K	Buy
2022 Q1	–	Sell
2021 Q4	$160K	Sell
2021 Q3	$179K	Hold
2021 Q2	$188K	Buy
2021 Q1	$145K	Hold
2020 Q4	$150K	Buy