WealthStone’s Visa V Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2021
Q1 | $1.77M | Buy |
8,383
+381
| +5% | +$80.6K | 0.62% | 24 |
|
2020
Q4 | $1.75M | Buy |
8,002
+106
| +1% | +$23.2K | 0.62% | 22 |
|
2020
Q3 | $1.58M | Buy |
7,896
+316
| +4% | +$63.2K | 0.72% | 21 |
|
2020
Q2 | $1.46M | Buy |
7,580
+6,059
| +398% | +$1.17M | 0.7% | 16 |
|
2020
Q1 | $245K | Buy |
1,521
+69
| +5% | +$11.1K | 0.25% | 24 |
|
2019
Q4 | $270K | Buy |
1,452
+44
| +3% | +$8.18K | 0.16% | 31 |
|
2019
Q3 | $242K | Sell |
1,408
-10,548
| -88% | -$1.81M | 0.13% | 44 |
|
2019
Q2 | $2.08M | Buy |
+11,956
| New | +$2.08M | 0.93% | 16 |
|