Vivid Financial Management’s Visa V Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | $362K | Sell |
1,669
-223
| -12% | -$48.4K | 0.14% | 87 |
|
|
2021
Q3 | $422K | Sell |
1,892
-227
| -11% | -$50.6K | 0.17% | 76 |
|
|
2021
Q2 | $496K | Hold |
2,119
| – | – | 0.2% | 70 |
|
|
2021
Q1 | $449K | Sell |
2,119
-294
| -12% | -$62.3K | 0.21% | 75 |
|
|
2020
Q4 | $528K | Buy |
2,413
+996
| +70% | +$218K | 0.25% | 62 |
|
|
2020
Q3 | $283K | Hold |
1,417
| – | – | 0.17% | 69 |
|
|
2020
Q2 | $274K | Sell |
1,417
-26
| -2% | -$5.03K | 0.17% | 72 |
|
|
2020
Q1 | $233K | Sell |
1,443
-11
| -0.8% | -$1.78K | 0.3% | 69 |
|
|
2019
Q4 | $295K | Buy |
+1,454
| New | +$295K | 0.32% | 69 |
|