Financial Synergies Wealth Advisors’s Mastercard MA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-44
| Closed | -$21.2K | – | 287 |
|
|
2024
Q1 | $21.2K | Sell |
44
-38
| -46% | -$18.3K | ﹤0.01% | 190 |
|
|
2023
Q4 | $28.3K | Buy |
82
+3
| +4% | +$1.04K | ﹤0.01% | 118 |
|
|
2023
Q3 | $31.2K | Sell |
79
-3
| -4% | -$1.19K | ﹤0.01% | 145 |
|
|
2023
Q2 | $32.2K | Sell |
82
-3
| -4% | -$1.18K | ﹤0.01% | 135 |
|
|
2023
Q1 | $30.8K | Buy |
85
+3
| +4% | +$1.09K | ﹤0.01% | 142 |
|
|
2022
Q4 | $28.3K | Buy |
82
+1
| +1% | +$346 | ﹤0.01% | 118 |
|
|
2022
Q3 | $23.1K | Buy |
81
+4
| +5% | +$1.14K | ﹤0.01% | 122 |
|
|
2022
Q2 | $24.4K | Buy |
+77
| New | +$24.4K | ﹤0.01% | 126 |
|