Clear Perspective Advisors’s Mastercard MA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | $3.15M | Buy |
8,761
+163
| +2% | +$58.6K | 0.96% | 19 |
|
|
2021
Q3 | $2.99M | Sell |
8,598
-50
| -0.6% | -$17.4K | 1.02% | 19 |
|
|
2021
Q2 | $3.16M | Buy |
8,648
+127
| +1% | +$46.4K | 1.1% | 20 |
|
|
2021
Q1 | $3.03M | Sell |
8,521
-899
| -10% | -$320K | 1.19% | 17 |
|
|
2020
Q4 | $3.36M | Sell |
9,420
-428
| -4% | -$153K | 1.37% | 15 |
|
|
2020
Q3 | $717 | Sell |
9,848
-46
| -0.5% | -$3 | 0.34% | 54 |
|
|
2020
Q2 | $2.93M | Sell |
9,894
-209
| -2% | -$61.8K | 1.6% | 13 |
|
|
2020
Q1 | $2.44M | Sell |
10,103
-278
| -3% | -$67.2K | 1.63% | 14 |
|
|
2019
Q4 | $3.1M | Sell |
10,381
-181
| -2% | -$54.1K | 1.92% | 11 |
|
|
2019
Q3 | $2.87M | Sell |
10,562
-1,648
| -13% | -$447K | 1.3% | 16 |
|
|
2019
Q2 | $3.23M | Sell |
12,210
-247
| -2% | -$65.3K | 2.07% | 10 |
|
|
2019
Q1 | $2.99M | Sell |
12,457
-2,520
| -17% | -$605K | 2.12% | 11 |
|
|
2018
Q4 | $2.83M | Buy |
14,977
+235
| +2% | +$44.3K | 2.35% | 8 |
|
|
2018
Q3 | $3.28M | Sell |
14,742
-245
| -2% | -$54.5K | 2.43% | 6 |
|
|
2018
Q2 | $2.95M | Buy |
14,987
+34
| +0.2% | +$6.68K | 2.06% | 7 |
|
|
2018
Q1 | $2.62M | Sell |
14,953
-497
| -3% | -$87K | 1.96% | 7 |
|
|
2017
Q4 | $2.34M | Buy |
15,450
+96
| +0.6% | +$14.5K | 1.79% | 10 |
|
|
2017
Q3 | $2.17M | Sell |
15,354
-724
| -5% | -$102K | 1.77% | 7 |
|
|
2017
Q2 | $1.95M | Sell |
16,078
-340
| -2% | -$41.3K | 1.64% | 10 |
|
|
2017
Q1 | $1.85M | Sell |
16,418
-1,012
| -6% | -$114K | 1.22% | 14 |
|
|
2016
Q4 | $1.8M | Buy |
+17,430
| New | +$1.8M | 1.19% | 14 |
|