BWM
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Braver Wealth Management’s Mastercard MA Stock Holding History

Braver Wealth Management’s Portfolio MA Stock Details MA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2016
Q4 		$756K Buy
7,326
+822
+13% +$84.8K 0.12% 101
2016
Q3 		$662K Sell
6,504
-168
-3% -$17.1K 0.11% 97
2016
Q2 		$588K Sell
6,672
-45
-0.7% -$3.97K 0.1% 91
2016
Q1 		$635K Buy
+6,717
New +$635K 0.1% 95