Fulcrum Diversified Absolute Return Fund V Holdings History
Fulcrum Diversified Absolute Return Fund's Visa Inc Holding Summary
As of 2022-12-31, Trust for Advised Portfolios held 2,066.00 shares of Visa Inc(V), totaling $429,230.00. This investment constitutes 3.41% of their stock portfolio, and Trust for Advised Portfolios now holds 0% of the outstanding Visa Inc(V) stock.
The initial trade took place in 2021Q2. And since then Fulcrum Diversified Absolute Return Fund has made 4 purchases of V, at an average price of $209.75, for a total of 2,396.00 shares. In addition, there have been 2 sales at an average price of $211.08 for 330.00 shares. Based on historical transaction data and V's current price of $349.05, Fulcrum Diversified Absolute Return Fund's estimated gain on his V holdings is $288,222.20, reflecting a 57.35% gain to date.
Fulcrum Diversified Absolute Return Fund V ($349.05) Holding Chart
Fulcrum Diversified Absolute Return Fund V ($349.05) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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