Clarus Wealth Advisors’s Mastercard MA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-150
| Closed | -$40K | – | 393 |
|
|
2019
Q2 | $40K | Hold |
150
| – | – | 0.03% | 295 |
|
|
2019
Q1 | $35K | Hold |
150
| – | – | 0.03% | 343 |
|
|
2018
Q4 | $28K | Hold |
150
| – | – | 0.04% | 347 |
|
|
2018
Q3 | $33K | Hold |
150
| – | – | 0.02% | 355 |
|
|
2018
Q2 | $26K | Buy |
+150
| New | +$26K | 0.02% | 386 |
|