US Financial Advisors’s Visa V Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q2 | – | Sell |
-249
| Closed | -$19K | – | 380 |
|
|
2016
Q1 | $19K | Sell |
249
-200
| -45% | -$15.3K | 0.03% | 167 |
|
|
2015
Q4 | $35K | Hold |
449
| – | – | 0.03% | 174 |
|
|
2015
Q3 | $31K | Sell |
449
-43
| -9% | -$2.97K | 0.05% | 162 |
|
|
2015
Q2 | $33K | Buy |
492
+232
| +89% | +$15.6K | 0.03% | 138 |
|
|
2015
Q1 | $17K | Sell |
260
-140
| -35% | -$9.15K | 0.02% | 215 |
|
|
2014
Q4 | $26K | Buy |
+400
| New | +$26K | 0.02% | 168 |
|