Catamount Wealth Management’s Mastercard MA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | $141K | Hold |
600
| – | – | 0.08% | 55 |
|
|
2018
Q4 | $127K | Hold |
600
| – | – | 0.09% | 46 |
|
|
2018
Q3 | $134K | Hold |
600
| – | – | 0.06% | 53 |
|
|
2018
Q2 | $122K | Buy |
+600
| New | +$122K | 0.06% | 50 |
|
|
2017
Q2 | – | Sell |
-36
| Closed | -$4K | – | 182 |
|
|
2017
Q1 | $4K | Hold |
36
| – | – | ﹤0.01% | 155 |
|
|
2016
Q4 | $4K | Hold |
36
| – | – | ﹤0.01% | 142 |
|
|
2016
Q3 | $4K | Buy |
+36
| New | +$4K | ﹤0.01% | 133 |
|
|
2015
Q3 | – | Sell |
-1,800
| Closed | -$168K | – | 184 |
|
|
2015
Q2 | $168K | Buy |
+1,800
| New | +$168K | 0.13% | 32 |
|