Visionary Wealth Advisors’s SHF Holdings SHFS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-1,200
| Closed | -$10.8K | – | 557 |
|
|
2024
Q4 | $10.8K | Sell |
1,200
-100
| -8% | -$901 | ﹤0.01% | 534 |
|
|
2024
Q3 | $14.4K | Hold |
1,300
| – | – | ﹤0.01% | 531 |
|
|
2024
Q2 | $13.9K | Hold |
1,300
| – | – | ﹤0.01% | 502 |
|
|
2024
Q1 | $25.1K | Buy |
1,300
+200
| +18% | +$3.86K | ﹤0.01% | 481 |
|
|
2023
Q4 | $31.2K | Hold |
1,100
| – | – | ﹤0.01% | 471 |
|
|
2023
Q3 | $17.4K | Buy |
+1,100
| New | +$17.4K | ﹤0.01% | 442 |
|