Investmark Advisory Group’s Mastercard MA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-538
| Closed | -$266K | – | 121 |
|
|
2024
Q3 | $266K | Hold |
538
| – | – | 0.13% | 101 |
|
|
2024
Q2 | $237K | Buy |
538
+45
| +9% | +$19.9K | 0.13% | 101 |
|
|
2024
Q1 | $237K | Buy |
493
+1
| +0.2% | +$482 | 0.13% | 103 |
|
|
2023
Q4 | $210K | Buy |
+492
| New | +$210K | 0.12% | 111 |
|
|
2022
Q1 | – | Sell |
-88
| Closed | -$31K | – | 257 |
|
|
2021
Q4 | $31K | Buy |
+88
| New | +$31K | 0.03% | 187 |
|