Viridian RIA’s Visa V Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-1,041
| Closed | -$226K | – | 81 |
|
|
2021
Q4 | $226K | Buy |
+1,041
| New | +$226K | 0.05% | 85 |
|
|
2021
Q3 | – | Hold |
0
| – | -$253K | – | 68 |
|
|
2021
Q2 | – | Hold |
0
| – | -$248K | – | 75 |
|
|
2021
Q1 | – | Sell |
-1,495
| Closed | -$327K | – | 74 |
|
|
2020
Q4 | $327K | Buy |
1,495
+325
| +28% | +$71.1K | 0.09% | 58 |
|
|
2020
Q3 | $234K | Buy |
1,170
+118
| +11% | +$23.6K | 0.08% | 61 |
|
|
2020
Q2 | $203K | Buy |
+1,052
| New | +$203K | 0.07% | 61 |
|