1834 Investment Advisors’s Mastercard MA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-4
| Closed | -$1K | – | 347 |
|
|
2022
Q2 | $1K | Hold |
4
| – | – | ﹤0.01% | 463 |
|
|
2022
Q1 | $1K | Hold |
4
| – | – | ﹤0.01% | 430 |
|
|
2021
Q4 | $1K | Hold |
4
| – | – | ﹤0.01% | 458 |
|
|
2021
Q3 | $1K | Hold |
4
| – | – | ﹤0.01% | 470 |
|
|
2021
Q2 | $1K | Hold |
4
| – | – | ﹤0.01% | 489 |
|
|
2021
Q1 | $1K | Hold |
4
| – | – | ﹤0.01% | 457 |
|
|
2020
Q4 | $1K | Buy |
+4
| New | +$1K | ﹤0.01% | 449 |
|
|
2020
Q3 | – | Sell |
-12
| Closed | -$4K | – | 446 |
|
|
2020
Q2 | $4K | Buy |
+12
| New | +$4K | ﹤0.01% | 396 |
|
|
2019
Q3 | – | Sell |
-316
| Closed | -$83K | – | 480 |
|
|
2019
Q2 | $83K | Buy |
316
+16
| +5% | +$4.2K | 0.01% | 247 |
|
|
2019
Q1 | $71K | Hold |
300
| – | – | 0.01% | 246 |
|
|
2018
Q4 | $57K | Hold |
300
| – | – | 0.01% | 259 |
|
|
2018
Q3 | $67K | Hold |
300
| – | – | 0.01% | 264 |
|
|
2018
Q2 | $59K | Hold |
300
| – | – | 0.01% | 263 |
|
|
2018
Q1 | $53K | Hold |
300
| – | – | 0.01% | 268 |
|
|
2017
Q4 | $45K | Buy |
+300
| New | +$45K | 0.01% | 296 |
|