YWP
YorkBridge Wealth Partners’s Visa V Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $5.82M | Sell |
27,996
-8,398
| -23% | -$1.74M | 1.48% | 14 |
|
|
2022
Q3 | $6.47M | Buy |
36,394
+866
| +2% | +$154K | 1.67% | 11 |
|
|
2022
Q2 | $7M | Buy |
35,528
+105
| +0.3% | +$20.7K | 1.83% | 9 |
|
|
2022
Q1 | $7.86M | Buy |
35,423
+4,043
| +13% | +$897K | 1.72% | 10 |
|
|
2021
Q4 | $6.8M | Buy |
31,380
+1,305
| +4% | +$283K | 1.52% | 14 |
|
|
2021
Q3 | $6.7M | Buy |
30,075
+1,333
| +5% | +$297K | 1.69% | 11 |
|
|
2021
Q2 | $6.72M | Buy |
28,742
+214
| +0.8% | +$50K | 1.75% | 11 |
|
|
2021
Q1 | $6.04M | Buy |
28,528
+1,054
| +4% | +$223K | 1.78% | 10 |
|
|
2020
Q4 | $6.01M | Buy |
27,474
+1,148
| +4% | +$251K | 2.01% | 9 |
|
|
2020
Q3 | $5.26M | Buy |
26,326
+2,623
| +11% | +$524K | 2.21% | 8 |
|
|
2020
Q2 | $4.58M | Buy |
23,703
+2,640
| +13% | +$510K | 2.09% | 8 |
|
|
2020
Q1 | $3.39M | Sell |
21,063
-4,218
| -17% | -$680K | 2.09% | 8 |
|
|
2019
Q4 | $4.75M | Buy |
25,281
+224
| +0.9% | +$42.1K | 2.18% | 6 |
|
|
2019
Q3 | $4.31M | Buy |
25,057
+628
| +3% | +$108K | 2.17% | 7 |
|
|
2019
Q2 | $4.24M | Sell |
24,429
-523
| -2% | -$90.8K | 1.88% | 5 |
|
|
2019
Q1 | $3.9M | Buy |
24,952
+660
| +3% | +$103K | 1.8% | 8 |
|
|
2018
Q4 | $3.21M | Sell |
24,292
-472
| -2% | -$62.3K | 1.7% | 9 |
|
|
2018
Q3 | $3.73M | Sell |
24,764
-4,813
| -16% | -$726K | 1.71% | 9 |
|
|
2018
Q2 | $3.92M | Buy |
29,577
+1,921
| +7% | +$254K | 1.72% | 9 |
|
|
2018
Q1 | $3.35M | Buy |
27,656
+755
| +3% | +$91.4K | 1.54% | 9 |
|
|
2017
Q4 | $3.13M | Sell |
26,901
-806
| -3% | -$93.7K | 1.51% | 12 |
|
|
2017
Q3 | $2.92M | Sell |
27,707
-3,467
| -11% | -$365K | 1.51% | 12 |
|
|
2017
Q2 | $2.91M | Buy |
31,174
+104
| +0.3% | +$9.71K | 1.55% | 10 |
|
|
2017
Q1 | $2.88M | Buy |
31,070
+1,783
| +6% | +$165K | 1.5% | 14 |
|
|
2016
Q4 | $2.35M | Buy |
+29,287
| New | +$2.35M | 1.39% | 14 |
|