Wealth Enhancement & Preservation of GA’s Visa V Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $791K | Buy |
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|
2023
Q1 | $685K | Buy |
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|
2022
Q4 | $625K | Buy |
|
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|
2022
Q3 | $399K | Sell |
|
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|
2022
Q2 | $1.12M | Sell |
|
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|
2022
Q1 | $1.28M | Buy |
|
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|
2021
Q4 | $1.18M | Buy |
|
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|
2021
Q3 | $1.16M | Buy |
|
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|
2021
Q2 | $1.11M | Buy |
|
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|
2021
Q1 | $1M | Buy |
|
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|
2020
Q4 | $988K | Buy |
|
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|
2020
Q3 | $738K | Buy |
|
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|
2020
Q2 | $540K | Sell |
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|
2020
Q1 | $613K | Sell |
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|
2019
Q4 | $1.69M | Buy |
|