Capital Advisors Wealth Management’s Mastercard MA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
Sell
-451
Closed -$217K 168
2024
Q1
$217K Buy
+451
New +$217K 0.05% 142
2021
Q2
Sell
-583
Closed -$208K 97
2021
Q1
$208K Buy
+583
New +$208K 0.09% 88