Genovese Burford & Brothers Wealth & Retirement Plan Management’s Mastercard MA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | – | Sell |
-250
| Closed | -$49K | – | 244 |
|
|
2018
Q2 | $49K | Sell |
250
-100
| -29% | -$19.6K | 0.02% | 179 |
|
|
2018
Q1 | $61K | Hold |
350
| – | – | 0.02% | 156 |
|
|
2017
Q4 | $60K | Buy |
+350
| New | +$60K | 0.16% | 88 |
|
|
2017
Q1 | – | Sell |
-50
| Closed | -$6K | – | 483 |
|
|
2016
Q4 | $6K | Hold |
50
| – | – | ﹤0.01% | 372 |
|
|
2016
Q3 | $5K | Hold |
50
| – | – | ﹤0.01% | 345 |
|
|
2016
Q2 | $4K | Buy |
+50
| New | +$4K | ﹤0.01% | 333 |
|