Gary Goldberg Planning Services’s Mastercard MA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q4 | $98K | Hold |
1,135
| – | – | 0.04% | 152 |
|
|
2014
Q3 | $84K | Sell |
1,135
-65
| -5% | -$4.81K | 0.03% | 170 |
|
|
2014
Q2 | $88K | Buy |
1,200
+100
| +9% | +$7.33K | 0.04% | 168 |
|
|
2014
Q1 | $82K | Buy |
1,100
+100
| +10% | +$7.46K | 0.04% | 170 |
|
|
2013
Q4 | $84K | Sell |
1,000
-2,000
| -67% | -$168K | 0.05% | 151 |
|
|
2013
Q3 | $202K | Buy |
3,000
+2,000
| +200% | +$135K | 0.12% | 94 |
|
|
2013
Q2 | $57K | Buy |
+1,000
| New | +$57K | 0.04% | 175 |
|