Intercontinental Wealth Advisors’s Mastercard MA Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2020
Q1 | – | Sell |
-370
| Closed | -$121K | – | 248 |
|
2019
Q4 | $121K | Buy |
370
+80
| +28% | +$26.2K | 0.1% | 141 |
|
2019
Q3 | $79K | Sell |
290
-35
| -11% | -$9.53K | 0.05% | 185 |
|
2019
Q2 | $86K | Buy |
+325
| New | +$86K | 0.04% | 173 |
|
2019
Q1 | – | Sell |
-190
| Closed | -$36K | – | 445 |
|
2018
Q4 | $36K | Buy |
+190
| New | +$36K | 0.02% | 249 |
|