WP
WealthSpring Partners’s Visa V Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $434K | Sell |
1,886
-226
| -11% | -$52K | 0.32% | 44 |
|
|
2023
Q2 | $501K | Buy |
2,112
+4
| +0.2% | +$950 | 0.36% | 42 |
|
|
2023
Q1 | $475K | Buy |
2,108
+2
| +0.1% | +$451 | 0.37% | 42 |
|
|
2022
Q4 | $437K | Sell |
2,106
-24
| -1% | -$4.99K | 0.34% | 49 |
|
|
2022
Q3 | $378K | Buy |
+2,130
| New | +$378K | 0.33% | 50 |
|