TrueWealth LLC’s Visa V Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | $567K | Sell |
2,937
-321
| -10% | -$62K | 0.24% | 64 |
|
|
2020
Q1 | $525K | Sell |
3,258
-10
| -0.3% | -$1.61K | 0.26% | 64 |
|
|
2019
Q4 | $614K | Buy |
3,268
+37
| +1% | +$6.95K | 0.25% | 65 |
|
|
2019
Q3 | $556K | Hold |
3,231
| – | – | 0.24% | 66 |
|
|
2019
Q2 | $561K | Sell |
3,231
-1
| -0% | -$174 | 0.25% | 65 |
|
|
2019
Q1 | $505K | Hold |
3,232
| – | – | 0.23% | 68 |
|
|
2018
Q4 | $426K | Buy |
3,232
+261
| +9% | +$34.4K | 0.22% | 76 |
|
|
2018
Q3 | $446K | Hold |
2,971
| – | – | 0.2% | 78 |
|
|
2018
Q2 | $394K | Buy |
2,971
+54
| +2% | +$7.16K | 0.19% | 82 |
|
|
2018
Q1 | $349K | Sell |
2,917
-1,551
| -35% | -$186K | 0.18% | 85 |
|
|
2017
Q4 | $509K | Buy |
+4,468
| New | +$509K | 0.24% | 66 |
|