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Compass Ion Advisors’s Mastercard MA Stock Holding History

Compass Ion Advisors’s Portfolio MA Stock Details MA Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-933
Closed -$332K – 93
2021
Q1 		$332K Buy
933
+37
+4% +$13.2K 0.14% 60
2020
Q4 		$320K Hold
896
– – 0.12% 60
2020
Q3 		$303K Buy
+896
New +$303K 0.19% 57