CV Advisors’s Mastercard MA Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2022
Q4 | – | Sell |
-1,110
| Closed | -$315K | – | 22 |
|
2022
Q3 | $315K | Sell |
1,110
-195
| -15% | -$55.3K | 0.31% | 19 |
|
2022
Q2 | $412K | Hold |
1,305
| – | – | 0.39% | 15 |
|
2022
Q1 | $466K | Sell |
1,305
-4,775
| -79% | -$1.71M | 0.33% | 20 |
|
2021
Q4 | $2.19M | Buy |
+6,080
| New | +$2.19M | 1.25% | 14 |
|