BPWA
Beacon Pointe Wealth Advisors’s Mastercard MA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | $1.6M | Sell |
5,365
-328
| -6% | -$98K | 0.3% | 69 |
|
|
2019
Q3 | $1.55M | Sell |
5,693
-213
| -4% | -$57.8K | 0.33% | 72 |
|
|
2019
Q2 | $1.56M | Sell |
5,906
-14
| -0.2% | -$3.7K | 0.33% | 66 |
|
|
2019
Q1 | $1.4M | Sell |
5,920
-6,296
| -52% | -$1.48M | 0.32% | 66 |
|
|
2018
Q4 | $2.31M | Buy |
+12,216
| New | +$2.31M | 0.83% | 30 |
|