WFG Advisors’s Visa V Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | $578K | Sell |
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|
2017
Q1 | $637K | Buy |
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|
2016
Q4 | $550K | Sell |
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|
2016
Q3 | $2.12M | Buy |
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|
2016
Q2 | $1.83M | Buy |
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|
2016
Q1 | $1.78M | Sell |
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|
2015
Q4 | $1.86M | Buy |
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|
2015
Q3 | $1.57M | Buy |
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|
2015
Q2 | $1.19M | Buy |
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|
2015
Q1 | $862K | Sell |
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|
2014
Q4 | $961K | Sell |
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|
2014
Q3 | $917K | Sell |
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|
2014
Q2 | $976K | Buy |
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|
2014
Q1 | $815K | Sell |
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|
2013
Q4 | $1.77M | Buy |
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|
2013
Q3 | $1.48M | Buy |
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|
2013
Q2 | $1.35M | Buy |
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