Wick Capital Partners’s Visa V Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-2,703
| Closed | -$562K | – | 71 |
|
|
2022
Q4 | $562K | Sell |
2,703
-142
| -5% | -$29.5K | 0.32% | 32 |
|
|
2022
Q3 | $505K | Hold |
2,845
| – | – | 0.33% | 29 |
|
|
2022
Q2 | $560K | Hold |
2,845
| – | – | 0.39% | 25 |
|
|
2022
Q1 | $631K | Sell |
2,845
-646
| -19% | -$143K | 0.41% | 23 |
|
|
2021
Q4 | $757K | Buy |
+3,491
| New | +$757K | 0.59% | 22 |
|