Clear Perspectives Financial Planning’s Mastercard MA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | $54.5K | Hold |
150
| – | – | 0.03% | 69 |
|
|
2022
Q4 | $52.2K | Hold |
150
| – | – | 0.03% | 77 |
|
|
2022
Q3 | $43K | Hold |
150
| – | – | 0.02% | 87 |
|
|
2022
Q2 | $47K | Hold |
150
| – | – | 0.02% | 92 |
|
|
2022
Q1 | $54K | Hold |
150
| – | – | 0.02% | 91 |
|
|
2021
Q4 | $54K | Hold |
150
| – | – | 0.02% | 99 |
|
|
2021
Q3 | $52K | Hold |
150
| – | – | 0.02% | 92 |
|
|
2021
Q2 | $55K | Hold |
150
| – | – | 0.03% | 95 |
|
|
2021
Q1 | $53K | Hold |
150
| – | – | 0.03% | 85 |
|
|
2020
Q4 | $54K | Buy |
+150
| New | +$54K | 0.03% | 83 |
|