Wealthcare Capital Management’s Visa V Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-590
| Closed | -$207K | – | 93 |
|
|
2025
Q1 | $207K | Buy |
+590
| New | +$207K | 0.02% | 87 |
|
|
2021
Q2 | – | Sell |
-374
| Closed | -$79K | – | 639 |
|
|
2021
Q1 | $79K | Buy |
+374
| New | +$79K | 0.01% | 111 |
|
|
2020
Q2 | – | Sell |
-52
| Closed | -$8K | – | 235 |
|
|
2020
Q1 | $8K | Sell |
52
-77
| -60% | -$11.8K | ﹤0.01% | 157 |
|
|
2019
Q4 | $24K | Buy |
+129
| New | +$24K | ﹤0.01% | 146 |
|
|
2018
Q3 | – | Sell |
-12
| Closed | -$2K | – | 208 |
|
|
2018
Q2 | $2K | Hold |
12
| – | – | ﹤0.01% | 178 |
|
|
2018
Q1 | $1K | Sell |
12
-35
| -74% | -$2.92K | ﹤0.01% | 191 |
|
|
2017
Q4 | $5K | Buy |
47
+35
| +292% | +$3.72K | ﹤0.01% | 155 |
|
|
2017
Q3 | $1K | Hold |
12
| – | – | ﹤0.01% | 178 |
|
|
2017
Q2 | $1K | Hold |
12
| – | – | ﹤0.01% | 172 |
|
|
2017
Q1 | $1K | Hold |
12
| – | – | ﹤0.01% | 180 |
|
|
2016
Q4 | $1K | Hold |
12
| – | – | ﹤0.01% | 178 |
|
|
2016
Q3 | $1K | Hold |
12
| – | – | ﹤0.01% | 191 |
|
|
2016
Q2 | $1K | Hold |
12
| – | – | ﹤0.01% | 192 |
|
|
2016
Q1 | $1K | Hold |
12
| – | – | ﹤0.01% | 200 |
|
|
2015
Q4 | $1K | Hold |
12
| – | – | ﹤0.01% | 211 |
|
|
2015
Q3 | $1K | Hold |
12
| – | – | ﹤0.01% | 234 |
|
|
2015
Q2 | $1K | Sell |
12
-844
| -99% | -$70.3K | ﹤0.01% | 366 |
|
|
2015
Q1 | $56K | Buy |
856
+844
| +7,033% | +$55.2K | 0.01% | 232 |
|
|
2014
Q4 | $1K | Buy |
+12
| New | +$1K | ﹤0.01% | 193 |
|
|
2014
Q1 | – | Sell |
-60
| Closed | -$3K | – | 169 |
|
|
2013
Q4 | $3K | Hold |
60
| – | – | ﹤0.01% | 104 |
|
|
2013
Q3 | $3K | Hold |
60
| – | – | ﹤0.01% | 102 |
|
|
2013
Q2 | $3K | Buy |
+60
| New | +$3K | ﹤0.01% | 105 |
|