Insight Wealth Strategies’s Mastercard MA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-4,655
| Closed | -$1.47M | – | 143 |
|
|
2022
Q3 | $1.47M | Hold |
4,655
| – | – | 0.27% | 57 |
|
|
2022
Q2 | $1.47M | Sell |
4,655
-218
| -4% | -$68.8K | 0.27% | 57 |
|
|
2022
Q1 | $1.74M | Buy |
4,873
+176
| +4% | +$62.9K | 0.26% | 62 |
|
|
2021
Q4 | $1.69M | Buy |
4,697
+270
| +6% | +$97K | 0.24% | 62 |
|
|
2021
Q3 | $1.54M | Buy |
4,427
+136
| +3% | +$47.3K | 0.22% | 68 |
|
|
2021
Q2 | $1.57M | Sell |
4,291
-1,444
| -25% | -$527K | 0.22% | 62 |
|
|
2021
Q1 | $2.04M | Buy |
5,735
+798
| +16% | +$284K | 0.27% | 51 |
|
|
2020
Q4 | $1.76M | Buy |
4,937
+264
| +6% | +$94.2K | 0.3% | 44 |
|
|
2020
Q3 | $1.58M | Buy |
4,673
+1,371
| +42% | +$464K | 0.29% | 40 |
|
|
2020
Q2 | $976K | Buy |
3,302
+1,135
| +52% | +$335K | 0.22% | 48 |
|
|
2020
Q1 | $523K | Sell |
2,167
-4,232
| -66% | -$1.02M | 0.14% | 73 |
|
|
2019
Q4 | $1.91M | Buy |
6,399
+2
| +0% | +$597 | 0.4% | 49 |
|
|
2019
Q3 | $1.74M | Buy |
6,397
+587
| +10% | +$159K | 0.41% | 49 |
|
|
2019
Q2 | $1.54M | Buy |
5,810
+1,082
| +23% | +$286K | 0.38% | 49 |
|
|
2019
Q1 | $1.11M | Sell |
4,728
-4,066
| -46% | -$957K | 0.31% | 56 |
|
|
2018
Q4 | $1.66M | Buy |
+8,794
| New | +$1.66M | 0.51% | 30 |
|