IRON Financial’s Mastercard MA Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2021
Q3 | – | Sell |
-706
| Closed | -$258K | – | 118 |
|
2021
Q2 | $258K | Buy |
706
+63
| +10% | +$23K | 0.12% | 86 |
|
2021
Q1 | $229K | Sell |
643
-412
| -39% | -$147K | 0.12% | 93 |
|
2020
Q4 | $376K | Buy |
1,055
+234
| +29% | +$83.4K | 0.19% | 57 |
|
2020
Q3 | $278K | Buy |
821
+9
| +1% | +$3.05K | 0.15% | 79 |
|
2020
Q2 | $240K | Buy |
+812
| New | +$240K | 0.12% | 89 |
|
2020
Q1 | – | Sell |
-743
| Closed | -$222K | – | 112 |
|
2019
Q4 | $222K | Buy |
+743
| New | +$222K | 0.11% | 102 |
|