Clearview Wealth Advisors’s Mastercard MA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-80
| Closed | -$31.5K | – | 407 |
|
|
2023
Q2 | $31.5K | Hold |
80
| – | – | 0.03% | 224 |
|
|
2023
Q1 | $29.1K | Buy |
80
+1
| +1% | +$364 | 0.03% | 234 |
|
|
2022
Q4 | $27.5K | Sell |
79
-16
| -17% | -$5.57K | 0.02% | 210 |
|
|
2022
Q3 | $27K | Sell |
95
-41
| -30% | -$11.7K | 0.02% | 219 |
|
|
2022
Q2 | $43K | Sell |
136
-10
| -7% | -$3.16K | 0.03% | 199 |
|
|
2022
Q1 | $52K | Sell |
146
-112
| -43% | -$39.9K | 0.03% | 192 |
|
|
2021
Q4 | $93K | Buy |
258
+30
| +13% | +$10.8K | 0.06% | 161 |
|
|
2021
Q3 | $79K | Hold |
228
| – | – | 0.05% | 186 |
|
|
2021
Q2 | $83K | Sell |
228
-28
| -11% | -$10.2K | 0.05% | 185 |
|
|
2021
Q1 | $91K | Buy |
256
+21
| +9% | +$7.47K | 0.06% | 165 |
|
|
2020
Q4 | $84K | Buy |
+235
| New | +$84K | 0.06% | 153 |
|