USAdvisors Wealth Management’s Visa V Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-903
| Closed | -$237K | – | 137 |
|
|
2024
Q2 | $237K | Buy |
903
+8
| +0.9% | +$2.1K | 0.08% | 108 |
|
|
2024
Q1 | $350K | Buy |
895
+121
| +16% | +$47.3K | 0.13% | 103 |
|
|
2023
Q4 | $201K | Buy |
+774
| New | +$201K | 0.08% | 123 |
|
|
2018
Q1 | – | Sell |
-3,172
| Closed | -$362K | – | 71 |
|
|
2017
Q4 | $362K | Buy |
+3,172
| New | +$362K | 0.31% | 32 |
|