Graves Light Lenhart Wealth’s Mastercard MA Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2022
Q3 | – | Sell |
-65
| Closed | -$21K | – | 397 |
|
2022
Q2 | $21K | Hold |
65
| – | – | ﹤0.01% | 413 |
|
2022
Q1 | $23K | Hold |
65
| – | – | ﹤0.01% | 455 |
|
2021
Q4 | $23K | Hold |
65
| – | – | ﹤0.01% | 514 |
|
2021
Q3 | $23K | Hold |
65
| – | – | ﹤0.01% | 479 |
|
2021
Q2 | $24K | Hold |
65
| – | – | ﹤0.01% | 474 |
|
2021
Q1 | $23K | Sell |
65
-104
| -62% | -$36.8K | ﹤0.01% | 482 |
|
2020
Q4 | $60K | Buy |
+169
| New | +$60K | 0.01% | 347 |
|