Concert Wealth Management’s Mastercard MA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2017
Q2
Sell
2017
Q1
$664K Buy
2016
Q4
$662K Sell
2016
Q3
$982K Sell
2016
Q2
$884K Buy
2016
Q1
$918K Buy
2015
Q4
$938K Buy
2015
Q3
$797K Buy
2015
Q2
$812K Sell
2015
Q1
$420K Buy
2014
Q4
$718K Buy
2014
Q3
$313K Buy
2014
Q2
$299K Buy
2014
Q1
$288K Buy
2013
Q4
$307K Hold
2013
Q3
$245K Sell
2013
Q2
$274K Buy