JFG Wealth Management’s Mastercard MA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-1,036
| Closed | -$372K | – | 52 |
|
|
2021
Q4 | $372K | Sell |
1,036
-94
| -8% | -$33.8K | 0.14% | 28 |
|
|
2021
Q3 | $392K | Hold |
1,130
| – | – | 0.19% | 25 |
|
|
2021
Q2 | $413K | Buy |
+1,130
| New | +$413K | 0.18% | 21 |
|
|
2021
Q1 | – | Sell |
-2,233
| Closed | -$797K | – | 36 |
|
|
2020
Q4 | $797K | Buy |
+2,233
| New | +$797K | 0.43% | 19 |
|