Wellesley Investment Partners’s Visa V Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $472K | Buy |
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|
2020
Q2 | $432K | Buy |
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|
2020
Q1 | $234K | Sell |
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|
2019
Q4 | $291K | Hold |
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|
2019
Q3 | $267K | Buy |
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|
2019
Q2 | $248K | Sell |
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|
2019
Q1 | $320K | Sell |
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|
2018
Q4 | $305K | Sell |
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|
2018
Q3 | $362K | Sell |
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|
2018
Q2 | $324K | Sell |
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|
2018
Q1 | $294K | Buy |
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|
2017
Q4 | $214K | Buy |
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