WEC
Winslow Evans & Crocker’s Visa V Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | $2.97M | Buy |
17,492
+4,815
| +38% | +$818K | 0.56% | 37 |
|
|
2020
Q3 | $2.54M | Sell |
12,677
-891
| -7% | -$178K | 0.63% | 33 |
|
|
2020
Q2 | $2.62M | Buy |
13,568
+1,334
| +11% | +$258K | 0.7% | 34 |
|
|
2020
Q1 | $1.97M | Buy |
12,234
+618
| +5% | +$99.6K | 0.65% | 37 |
|
|
2019
Q4 | $2.19M | Buy |
11,616
+54
| +0.5% | +$10.2K | 0.56% | 40 |
|
|
2019
Q3 | $1.99M | Sell |
11,562
-584
| -5% | -$101K | 0.56% | 39 |
|
|
2019
Q2 | $2.11M | Buy |
12,146
+1,388
| +13% | +$241K | 0.59% | 39 |
|
|
2019
Q1 | $1.68M | Buy |
10,758
+2,640
| +33% | +$413K | 0.48% | 50 |
|
|
2018
Q4 | $1.07M | Buy |
8,118
+2,014
| +33% | +$266K | 0.36% | 63 |
|
|
2018
Q3 | $918K | Sell |
6,104
-422
| -6% | -$63.5K | 0.28% | 87 |
|
|
2018
Q2 | $866K | Buy |
6,526
+120
| +2% | +$15.9K | 0.27% | 89 |
|
|
2018
Q1 | $766K | Sell |
6,406
-3,650
| -36% | -$437K | 0.25% | 94 |
|
|
2017
Q4 | $1.15M | Hold |
10,056
| – | – | 0.37% | 61 |
|
|
2017
Q3 | $1.06M | Sell |
10,056
-5,474
| -35% | -$576K | 0.35% | 65 |
|
|
2017
Q2 | $1.44M | Buy |
15,530
+10,334
| +199% | +$959K | 0.4% | 57 |
|
|
2017
Q1 | $462K | Sell |
5,196
-504
| -9% | -$44.8K | 0.15% | 154 |
|
|
2016
Q4 | $445K | Sell |
5,700
-3,088
| -35% | -$241K | 0.14% | 155 |
|
|
2016
Q3 | $727K | Buy |
8,788
+284
| +3% | +$23.5K | 0.21% | 103 |
|
|
2016
Q2 | $631K | Hold |
8,504
| – | – | 0.19% | 118 |
|
|
2016
Q1 | $650K | Sell |
8,504
-716
| -8% | -$54.8K | 0.2% | 106 |
|
|
2015
Q4 | $715K | Buy |
9,220
+5,436
| +144% | +$422K | 0.2% | 112 |
|
|
2015
Q3 | $264K | Buy |
3,784
+340
| +10% | +$23.7K | 0.08% | 234 |
|
|
2015
Q2 | $231K | Hold |
3,444
| – | – | 0.07% | 281 |
|
|
2015
Q1 | $225K | Buy |
3,444
+2,556
| +288% | +$167K | 0.06% | 282 |
|
|
2014
Q4 | $232K | Sell |
888
-86
| -9% | -$22.5K | 0.07% | 268 |
|
|
2014
Q3 | $207K | Sell |
974
-67
| -6% | -$14.3K | 0.06% | 300 |
|
|
2014
Q2 | $219K | Buy |
1,041
+10
| +1% | +$2.11K | 0.07% | 248 |
|
|
2014
Q1 | $223K | Hold |
1,031
| – | – | 0.08% | 250 |
|
|
2013
Q4 | $229K | Buy |
+1,031
| New | +$229K | 0.08% | 264 |
|