Underhill Investment Management’s Visa V Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | $868K | Sell |
5,556
-153
| -3% | -$23.9K | 0.46% | 17 |
|
|
2018
Q4 | $753K | Hold |
5,709
| – | – | 0.48% | 17 |
|
|
2018
Q3 | $857K | Hold |
5,709
| – | – | 0.42% | 18 |
|
|
2018
Q2 | $756K | Hold |
5,709
| – | – | 0.36% | 17 |
|
|
2018
Q1 | $683K | Buy |
5,709
+631
| +12% | +$75.5K | 0.33% | 17 |
|
|
2017
Q4 | $579K | Sell |
5,078
-649
| -11% | -$74K | 0.28% | 19 |
|
|
2017
Q3 | $603K | Hold |
5,727
| – | – | 0.33% | 19 |
|
|
2017
Q2 | $537K | Buy |
+5,727
| New | +$537K | 0.34% | 18 |
|