ERn Financial LLC’s Mastercard MA Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $335K | Sell |
597
-26
| -4% | -$14.6K | 0.07% | 115 |
|
2025
Q1 | $342K | Sell |
623
-36
| -5% | -$19.7K | 0.05% | 154 |
|
2024
Q4 | $347K | Buy |
659
+202
| +44% | +$106K | 0.05% | 159 |
|
2024
Q3 | $226K | Buy |
+457
| New | +$226K | 0.03% | 175 |
|
2024
Q2 | – | Sell |
-434
| Closed | -$209K | – | 181 |
|
2024
Q1 | $209K | Buy |
+434
| New | +$209K | 0.04% | 169 |
|