Capital Wealth Planning’s Mastercard MA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | – | Sell |
-1,415
| Closed | -$479K | – | 112 |
|
|
2020
Q3 | $479K | Sell |
1,415
-291
| -17% | -$98.5K | 0.02% | 67 |
|
|
2020
Q2 | $505K | Sell |
1,706
-2,662
| -61% | -$788K | 0.03% | 68 |
|
|
2020
Q1 | $1.06M | Buy |
4,368
+14
| +0.3% | +$3.38K | 0.07% | 70 |
|
|
2019
Q4 | $1.3M | Buy |
4,354
+69
| +2% | +$20.6K | 0.08% | 74 |
|
|
2019
Q3 | $1.15M | Sell |
4,285
-67
| -2% | -$18K | 0.07% | 81 |
|
|
2019
Q2 | $1.15M | Buy |
+4,352
| New | +$1.15M | 0.08% | 71 |
|