TLFA
True Link Financial Advisors’s Visa V Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-659
| Closed | -$208K | – | 110 |
|
|
2024
Q4 | $208K | Buy |
+659
| New | +$208K | 0.02% | 71 |
|
|
2023
Q4 | – | Sell |
-1,095
| Closed | -$252K | – | 105 |
|
|
2023
Q3 | $252K | Buy |
1,095
+205
| +23% | +$47.2K | 0.03% | 97 |
|
|
2023
Q2 | $211K | Buy |
+890
| New | +$211K | 0.03% | 113 |
|
|
2022
Q1 | – | Sell |
-737
| Closed | -$160K | – | 271 |
|
|
2021
Q4 | $160K | Sell |
737
-66
| -8% | -$14.3K | 0.02% | 284 |
|
|
2021
Q3 | $179K | Hold |
803
| – | – | 0.02% | 247 |
|
|
2021
Q2 | $188K | Buy |
803
+116
| +17% | +$27.2K | 0.03% | 210 |
|
|
2021
Q1 | $145K | Hold |
687
| – | – | 0.02% | 311 |
|
|
2020
Q4 | $150K | Buy |
+687
| New | +$150K | 0.02% | 320 |
|