Benedetti & Gucer’s Mastercard MA Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q1 | $319K | Hold |
662
| – | – | 0.16% | 106 |
|
2023
Q4 | $282K | Sell |
662
-32
| -5% | -$13.6K | 0.15% | 108 |
|
2023
Q3 | $275K | Hold |
694
| – | – | 0.15% | 113 |
|
2023
Q2 | $273K | Hold |
694
| – | – | 0.14% | 119 |
|
2023
Q1 | $252K | Buy |
+694
| New | +$252K | 0.14% | 117 |
|
2022
Q2 | – | Sell |
-694
| Closed | -$248K | – | 108 |
|
2022
Q1 | $248K | Hold |
694
| – | – | 0.17% | 78 |
|
2021
Q4 | $249K | Sell |
694
-75
| -10% | -$26.9K | 0.17% | 76 |
|
2021
Q3 | $267K | Sell |
769
-45
| -6% | -$15.6K | 0.2% | 72 |
|
2021
Q2 | $297K | Buy |
814
+70
| +9% | +$25.5K | 0.27% | 59 |
|
2021
Q1 | $264K | Buy |
+744
| New | +$264K | 0.24% | 63 |
|