FDW
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Fourth Dimension Wealth’s Mastercard MA Stock Holding History

Fourth Dimension Wealth’s Portfolio MA Stock Details MA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$559K Sell
995
-51
-5% -$28.7K 0.24% 69
2025
Q1 		$573K Buy
1,046
+50
+5% +$27.4K 0.28% 63
2024
Q4 		$525K Buy
+996
New +$525K 0.27% 63