Harvest Group Wealth Management’s Mastercard MA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-186
| Closed | -$66K | – | 416 |
|
|
2020
Q4 | $66K | Buy |
186
+39
| +27% | +$13.8K | 0.04% | 88 |
|
|
2020
Q3 | $50K | Hold |
147
| – | – | 0.03% | 92 |
|
|
2020
Q2 | $43K | Hold |
147
| – | – | 0.04% | 88 |
|
|
2020
Q1 | $35K | Hold |
147
| – | – | 0.04% | 93 |
|
|
2019
Q4 | $43K | Hold |
147
| – | – | 0.04% | 85 |
|
|
2019
Q3 | $40K | Hold |
147
| – | – | 0.05% | 89 |
|
|
2019
Q2 | $38K | Hold |
147
| – | – | 0.05% | 88 |
|
|
2019
Q1 | $35K | Buy |
+147
| New | +$35K | 0.03% | 109 |
|