Dynamic Wealth Strategies’s Mastercard MA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $37.1K | Hold |
66
| – | – | 0.03% | 139 |
|
|
2025
Q1 | $36.2K | Buy |
+66
| New | +$36.2K | 0.03% | 145 |
|
|
2024
Q4 | – | Sell |
-70
| Closed | -$35K | – | 166 |
|
|
2024
Q3 | $35K | Hold |
70
| – | – | 0.03% | 149 |
|
|
2024
Q2 | $31K | Sell |
70
-37
| -35% | -$16.4K | 0.03% | 141 |
|
|
2024
Q1 | $52K | Sell |
107
-7
| -6% | -$3.4K | 0.04% | 123 |
|
|
2023
Q4 | $48.6K | Buy |
+114
| New | +$48.6K | 0.04% | 122 |
|