Guardian Investor Services’s Mastercard MA Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2015
Q1 | $582K | Sell |
6,742
-38
| -0.6% | -$3.28K | 0.46% | 50 |
|
2014
Q4 | $584K | Sell |
6,780
-202
| -3% | -$17.4K | 0.46% | 48 |
|
2014
Q3 | $516K | Sell |
6,982
-609
| -8% | -$45K | 0.42% | 55 |
|
2014
Q2 | $558K | Sell |
7,591
-392
| -5% | -$28.8K | 0.43% | 51 |
|
2014
Q1 | $596K | Sell |
7,983
-397
| -5% | -$29.6K | 0.46% | 48 |
|
2013
Q4 | $700K | Hold |
8,380
| – | – | 0.53% | 40 |
|
2013
Q3 | $564K | Sell |
8,380
-200
| -2% | -$13.5K | 0.47% | 47 |
|
2013
Q2 | $493K | Buy |
+8,580
| New | +$493K | 0.42% | 55 |
|