Alera Investment Advisors’s Mastercard MA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $1.04M | Sell |
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|
2024
Q2 | $978K | Buy |
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|
2024
Q1 | $513K | Buy |
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|
2023
Q4 | $393K | Buy |
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|
2023
Q3 | $358K | Sell |
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|
2023
Q2 | $361K | Buy |
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|
2023
Q1 | $307K | Buy |
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|
2022
Q4 | $242K | Sell |
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|
2022
Q3 | $206K | Sell |
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|
2022
Q2 | $231K | Buy |
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|
2022
Q1 | $261K | Buy |
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|
2019
Q2 | – | Sell |
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|
2019
Q1 | $97K | Buy |
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|
2018
Q4 | $68K | Buy |
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