Brewin Dolphin Wealth Management’s Mastercard MA Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2022
Q2 | $81K | Hold |
258
| – | – | 0.01% | 164 |
|
2022
Q1 | $92K | Hold |
258
| – | – | 0.01% | 159 |
|
2021
Q4 | $93K | Hold |
258
| – | – | 0.01% | 163 |
|
2021
Q3 | $89.7K | Hold |
258
| – | – | 0.01% | 162 |
|
2021
Q2 | $94.2K | Buy |
258
+111
| +76% | +$40.5K | 0.01% | 158 |
|
2021
Q1 | $52.3K | Buy |
+147
| New | +$52.3K | 0.01% | 173 |
|