Wellesley Investment Partners’s Visa V Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $472K | Buy |
2,364
+124
| +6% | +$24.8K | 0.16% | 62 |
|
|
2020
Q2 | $432K | Buy |
2,240
+785
| +54% | +$151K | 0.15% | 65 |
|
|
2020
Q1 | $234K | Sell |
1,455
-95
| -6% | -$15.3K | 0.09% | 87 |
|
|
2019
Q4 | $291K | Hold |
1,550
| – | – | 0.09% | 98 |
|
|
2019
Q3 | $267K | Buy |
1,550
+119
| +8% | +$20.5K | 0.09% | 94 |
|
|
2019
Q2 | $248K | Sell |
1,431
-624
| -30% | -$108K | 0.09% | 93 |
|
|
2019
Q1 | $320K | Sell |
2,055
-258
| -11% | -$40.2K | 0.11% | 89 |
|
|
2018
Q4 | $305K | Sell |
2,313
-100
| -4% | -$13.2K | 0.11% | 93 |
|
|
2018
Q3 | $362K | Sell |
2,413
-35
| -1% | -$5.25K | 0.12% | 89 |
|
|
2018
Q2 | $324K | Sell |
2,448
-15
| -0.6% | -$1.99K | 0.11% | 93 |
|
|
2018
Q1 | $294K | Buy |
2,463
+580
| +31% | +$69.2K | 0.11% | 106 |
|
|
2017
Q4 | $214K | Buy |
+1,883
| New | +$214K | 0.08% | 120 |
|