Halpern Financial’s Mastercard MA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $2.97K | Buy |
+6
| New | +$2.97K | ﹤0.01% | 197 |
|
|
2022
Q1 | – | Sell |
-60
| Closed | -$21.6K | – | 253 |
|
|
2021
Q4 | $21.6K | Buy |
60
+50
| +500% | +$18K | 0.01% | 135 |
|
|
2021
Q3 | $3.48K | Hold |
10
| – | – | ﹤0.01% | 225 |
|
|
2021
Q2 | $3.65K | Hold |
10
| – | – | ﹤0.01% | 201 |
|
|
2021
Q1 | $3.56K | Hold |
10
| – | – | ﹤0.01% | 202 |
|
|
2020
Q4 | $3.57K | Sell |
10
-10
| -50% | -$3.57K | ﹤0.01% | 171 |
|
|
2020
Q3 | $6.76K | Buy |
+20
| New | +$6.76K | ﹤0.01% | 135 |
|