AWS
AJ Wealth Strategies’s Mastercard MA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $462K | Sell |
1,174
-26
| -2% | -$10.2K | 0.02% | 190 |
|
|
2023
Q1 | $436K | Buy |
1,200
+6
| +0.5% | +$2.18K | 0.02% | 193 |
|
|
2022
Q4 | $415K | Sell |
1,194
-37
| -3% | -$12.9K | 0.02% | 198 |
|
|
2022
Q3 | $350K | Sell |
1,231
-18
| -1% | -$5.12K | 0.02% | 218 |
|
|
2022
Q2 | $394K | Sell |
1,249
-40
| -3% | -$12.6K | 0.02% | 207 |
|
|
2022
Q1 | $461K | Hold |
1,289
| – | – | 0.02% | 208 |
|
|
2021
Q4 | $463K | Sell |
1,289
-167
| -11% | -$60K | 0.02% | 204 |
|
|
2021
Q3 | $506K | Hold |
1,456
| – | – | 0.03% | 192 |
|
|
2021
Q2 | $532K | Sell |
1,456
-215
| -13% | -$78.6K | 0.03% | 177 |
|
|
2021
Q1 | $595K | Sell |
1,671
-300
| -15% | -$107K | 0.04% | 148 |
|
|
2020
Q4 | $704K | Buy |
1,971
+15
| +0.8% | +$5.36K | 0.06% | 126 |
|
|
2020
Q3 | $661K | Buy |
1,956
+1,250
| +177% | +$422K | 0.07% | 115 |
|
|
2020
Q2 | $209K | Buy |
+706
| New | +$209K | 0.02% | 186 |
|