Constellation Wealth Advisors’s Mastercard MA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q3 | $287K | Hold |
3,180
| – | – | 0.03% | 74 |
|
|
2015
Q2 | $297K | Hold |
3,180
| – | – | 0.03% | 161 |
|
|
2015
Q1 | $275K | Hold |
3,180
| – | – | 0.02% | 167 |
|
|
2014
Q4 | $274K | Hold |
3,180
| – | – | 0.02% | 161 |
|
|
2014
Q3 | $235K | Hold |
3,180
| – | – | 0.02% | 189 |
|
|
2014
Q2 | $234K | Buy |
+3,180
| New | +$234K | 0.03% | 166 |
|