Wealthstreet Investment Advisors’s Visa V Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | $12K | Hold |
52
| – | – | 0.32% | 53 |
|
|
2021
Q4 | $11K | Hold |
52
| – | – | 0.27% | 55 |
|
|
2021
Q3 | $12K | Hold |
52
| – | – | 0.33% | 50 |
|
|
2021
Q2 | $12K | Sell |
52
-121,672
| -100% | -$28.1M | 0.06% | 76 |
|
|
2021
Q1 | $25.8M | Sell |
121,724
-3,365
| -3% | -$712K | 2.51% | 3 |
|
|
2020
Q4 | $27.4M | Sell |
125,089
-3,125
| -2% | -$684K | 2.77% | 2 |
|
|
2020
Q3 | $25.6M | Sell |
128,214
-2,080
| -2% | -$416K | 2.86% | 2 |
|
|
2020
Q2 | $25.2M | Sell |
130,294
-8,225
| -6% | -$1.59M | 3.08% | 2 |
|
|
2020
Q1 | $22.3M | Sell |
138,519
-419
| -0.3% | -$67.5K | 3.3% | 2 |
|
|
2019
Q4 | $26.1M | Sell |
138,938
-588
| -0.4% | -$110K | 3.05% | 2 |
|
|
2019
Q3 | $24.8M | Sell |
139,526
-451
| -0.3% | -$80.1K | 3.17% | 2 |
|
|
2019
Q2 | $24.3M | Sell |
139,977
-5,825
| -4% | -$1.01M | 3.14% | 2 |
|
|
2019
Q1 | $22.8M | Buy |
145,802
+53
| +0% | +$8.28K | 3% | 2 |
|
|
2018
Q4 | $19.8M | Buy |
145,749
+1,015
| +0.7% | +$138K | 2.78% | 3 |
|
|
2018
Q3 | $21.7M | Sell |
144,734
-560
| -0.4% | -$84.1K | 2.68% | 3 |
|
|
2018
Q2 | $19.2M | Buy |
145,294
+2,930
| +2% | +$388K | 2.54% | 3 |
|
|
2018
Q1 | $17M | Buy |
142,364
+5,525
| +4% | +$661K | 2.14% | 7 |
|
|
2017
Q4 | $15.6M | Buy |
+136,839
| New | +$15.6M | 1.89% | 7 |
|