WealthTrust Fairport’s Visa V Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | $2.96M | Sell |
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|
2018
Q4 | $2.53M | Sell |
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|
2018
Q3 | $2.89M | Buy |
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|
2018
Q2 | $2.53M | Buy |
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|
2018
Q1 | $2.28M | Buy |
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|
2017
Q4 | $2.17M | Buy |
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|
2017
Q3 | $1.91M | Buy |
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|
2017
Q2 | $1.69M | Hold |
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|
2017
Q1 | $1.6M | Buy |
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|
2016
Q4 | $1.4M | Sell |
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|
2016
Q3 | $1.51M | Buy |
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|
2016
Q2 | $1.33M | Hold |
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|
2016
Q1 | $1.37M | Sell |
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|
2015
Q4 | $1.4M | Buy |
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|
2015
Q3 | $1.25M | Hold |
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|
2015
Q2 | $1.2M | Hold |
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|
2015
Q1 | $1.17M | Buy |
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|
2014
Q4 | $1.16M | Buy |
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|
2014
Q3 | $938K | Hold |
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|
2014
Q2 | $927K | Sell |
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|
2014
Q1 | $1.02M | Sell |
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|
2013
Q4 | $1.08M | Sell |
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|
2013
Q3 | $958K | Sell |
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|
2013
Q2 | $930K | Buy |
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