Watermark Asset Management’s Visa V Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | $89K | Hold |
671
| – | – | 0.04% | 68 |
|
|
2018
Q3 | $101K | Buy |
671
+45
| +7% | +$6.77K | 0.04% | 67 |
|
|
2018
Q2 | $83K | Hold |
626
| – | – | 0.04% | 73 |
|
|
2018
Q1 | $75K | Hold |
626
| – | – | 0.03% | 75 |
|
|
2017
Q4 | $71K | Hold |
626
| – | – | 0.03% | 83 |
|
|
2017
Q3 | $66K | Sell |
626
-115
| -16% | -$12.1K | 0.03% | 80 |
|
|
2017
Q2 | $69K | Sell |
741
-96
| -11% | -$8.94K | 0.03% | 82 |
|
|
2017
Q1 | $74K | Buy |
+837
| New | +$74K | 0.03% | 76 |
|