Independent Family Office’s Mastercard MA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-1,610
| Closed | -$573K | – | 64 |
|
|
2021
Q1 | $573K | Hold |
1,610
| – | – | 0.23% | 37 |
|
|
2020
Q4 | $575K | Buy |
1,610
+45
| +3% | +$16.1K | 0.24% | 35 |
|
|
2020
Q3 | $529K | Hold |
1,565
| – | – | 0.25% | 34 |
|
|
2020
Q2 | $463K | Buy |
1,565
+65
| +4% | +$19.2K | 0.24% | 35 |
|
|
2020
Q1 | $362K | Buy |
+1,500
| New | +$362K | 0.23% | 36 |
|