WEPOG
Wealth Enhancement & Preservation of GA’s Visa V Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $791K | Buy |
3,332
+292
| +10% | +$69.3K | 0.76% | 23 |
|
|
2023
Q1 | $685K | Buy |
3,040
+30
| +1% | +$6.76K | 0.82% | 25 |
|
|
2022
Q4 | $625K | Buy |
3,010
+764
| +34% | +$159K | 1.02% | 26 |
|
|
2022
Q3 | $399K | Sell |
2,246
-3,300
| -60% | -$586K | 0.64% | 40 |
|
|
2022
Q2 | $1.12M | Sell |
5,546
-233
| -4% | -$47K | 1.18% | 28 |
|
|
2022
Q1 | $1.28M | Buy |
5,779
+341
| +6% | +$75.6K | 0.99% | 34 |
|
|
2021
Q4 | $1.18M | Buy |
5,438
+240
| +5% | +$52K | 0.8% | 35 |
|
|
2021
Q3 | $1.16M | Buy |
5,198
+466
| +10% | +$104K | 0.89% | 31 |
|
|
2021
Q2 | $1.11M | Buy |
4,732
+189
| +4% | +$44.2K | 0.81% | 33 |
|
|
2021
Q1 | $1M | Buy |
4,543
+28
| +0.6% | +$6.19K | 0.77% | 36 |
|
|
2020
Q4 | $988K | Buy |
4,515
+789
| +21% | +$173K | 0.85% | 25 |
|
|
2020
Q3 | $738K | Buy |
3,726
+938
| +34% | +$186K | 0.76% | 29 |
|
|
2020
Q2 | $540K | Sell |
2,788
-1,275
| -31% | -$247K | 0.67% | 25 |
|
|
2020
Q1 | $613K | Sell |
4,063
-4,867
| -55% | -$734K | 0.58% | 36 |
|
|
2019
Q4 | $1.69M | Buy |
+8,930
| New | +$1.69M | 0.86% | 23 |
|