DPA
Delphi Private Advisors’s Mastercard MA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | $31K | Buy |
+117
| New | +$31K | 0.16% | 23 |
|
|
2018
Q1 | – | Sell |
-300
| Closed | -$45K | – | 104 |
|
|
2017
Q4 | $45K | Buy |
+300
| New | +$45K | 0.11% | 83 |
|
|
2017
Q1 | – | Sell |
-94
| Closed | -$10K | – | 217 |
|
|
2016
Q4 | $10K | Sell |
94
-34
| -27% | -$3.62K | 0.02% | 101 |
|
|
2016
Q3 | $13K | Sell |
128
-99
| -44% | -$10.1K | 0.02% | 94 |
|
|
2016
Q2 | $20K | Sell |
227
-2
| -0.9% | -$176 | 0.04% | 89 |
|
|
2016
Q1 | $22K | Sell |
229
-61
| -21% | -$5.86K | 0.04% | 91 |
|
|
2015
Q4 | $28K | Buy |
+290
| New | +$28K | 0.05% | 83 |
|