Wealthfront’s Visa V Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | $11.5M | Buy |
76,591
+460
| +0.6% | +$69K | 0.11% | 33 |
|
|
2018
Q2 | $10.1M | Sell |
76,131
-6,185
| -8% | -$819K | 0.1% | 33 |
|
|
2018
Q1 | $9.85M | Buy |
82,316
+3,859
| +5% | +$462K | 0.1% | 34 |
|
|
2017
Q4 | $8.95M | Buy |
78,457
+6,333
| +9% | +$722K | 0.1% | 36 |
|
|
2017
Q3 | $7.59M | Buy |
72,124
+9,363
| +15% | +$985K | 0.1% | 38 |
|
|
2017
Q2 | $5.89M | Buy |
62,761
+11,854
| +23% | +$1.11M | 0.09% | 42 |
|
|
2017
Q1 | $4.52M | Buy |
50,907
+15,098
| +42% | +$1.34M | 0.08% | 47 |
|
|
2016
Q4 | $2.79M | Sell |
35,809
-13,426
| -27% | -$1.05M | 0.06% | 59 |
|
|
2016
Q3 | $4.07M | Buy |
49,235
+9,515
| +24% | +$787K | 0.1% | 40 |
|
|
2016
Q2 | $2.95M | Buy |
39,720
+7,142
| +22% | +$530K | 0.08% | 48 |
|
|
2016
Q1 | $2.49M | Sell |
32,578
-1,348
| -4% | -$103K | 0.08% | 49 |
|
|
2015
Q4 | $2.63M | Buy |
33,926
+678
| +2% | +$52.6K | 0.09% | 44 |
|
|
2015
Q3 | $2.32M | Buy |
33,248
+16,718
| +101% | +$1.16M | 0.09% | 41 |
|
|
2015
Q2 | $1.11M | Buy |
16,530
+7,256
| +78% | +$487K | 0.05% | 53 |
|
|
2015
Q1 | $607K | Buy |
9,274
+1,258
| +16% | +$82.3K | 0.03% | 67 |
|
|
2014
Q4 | $525K | Sell |
8,016
-3,108
| -28% | -$204K | 0.03% | 68 |
|
|
2014
Q3 | $593K | Buy |
11,124
+3,708
| +50% | +$198K | 0.04% | 51 |
|
|
2014
Q2 | $401K | Buy |
7,416
+2,188
| +42% | +$118K | 0.03% | 49 |
|
|
2014
Q1 | $281K | Buy |
+5,228
| New | +$281K | 0.04% | 40 |
|