DWA
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Delap Wealth Advisory’s Mastercard MA Stock Holding History

Delap Wealth Advisory’s Portfolio MA Stock Details MA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-1,479
Closed -$712K – 218
2024
Q1 		$712K Buy
+1,479
New +$712K 0.29% 53