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Beacon Harbor Wealth Advisors’s Mastercard MA Stock Holding History

Beacon Harbor Wealth Advisors’s Portfolio MA Stock Details MA Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2020
Q1 		– Sell
-8,220
Closed -$2.45M – 53
2019
Q4 		$2.45M Buy
8,220
+66
+0.8% +$19.7K 1.45% 25
2019
Q3 		$2.27M Sell
8,154
-1,190
-13% -$331K 1.45% 27
2019
Q2 		$2.47M Buy
+9,344
New +$2.47M 2.27% 7