Adams Chetwood Wealth Management’s Mastercard MA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | $328K | Hold |
918
| – | – | 0.19% | 65 |
|
|
2021
Q4 | $330K | Buy |
918
+4
| +0.4% | +$1.44K | 0.22% | 62 |
|
|
2021
Q3 | $318K | Hold |
914
| – | – | 0.23% | 66 |
|
|
2021
Q2 | $334K | Buy |
914
+80
| +10% | +$29.2K | 0.24% | 67 |
|
|
2021
Q1 | $297K | Hold |
834
| – | – | 0.23% | 67 |
|
|
2020
Q4 | $298K | Sell |
834
-192
| -19% | -$68.6K | 0.25% | 64 |
|
|
2020
Q3 | $347K | Hold |
1,026
| – | – | 0.33% | 57 |
|
|
2020
Q2 | $303K | Hold |
1,026
| – | – | 0.31% | 59 |
|
|
2020
Q1 | $290K | Hold |
1,026
| – | – | 0.34% | 57 |
|
|
2019
Q4 | $306K | Buy |
+1,026
| New | +$306K | 0.31% | 56 |
|