JOYN 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 | $439K | Buy |
1,815
+226
| +14% | +$54.7K | 0.15% | 55 |
|
2019
Q4 | $474K | Sell |
1,589
-5
| -0.3% | -$1.49K | 0.1% | 53 |
|
2019
Q3 | $433K | Sell |
1,594
-186
| -10% | -$50.5K | 0.1% | 53 |
|
2019
Q2 | $457K | Buy |
1,780
+364
| +26% | +$93.5K | 0.1% | 60 |
|
2019
Q1 | $333K | Sell |
1,416
-268
| -16% | -$63K | 0.08% | 65 |
|
2018
Q4 | $318K | Buy |
1,684
+280
| +20% | +$52.9K | 0.07% | 72 |
|
2018
Q3 | $313K | Buy |
1,404
+70
| +5% | +$15.6K | 0.06% | 90 |
|
2018
Q2 | $262K | Buy |
1,334
+211
| +19% | +$41.4K | 0.06% | 116 |
|
2018
Q1 | $197K | Sell |
1,123
-423
| -27% | -$74.2K | 0.04% | 132 |
|
2017
Q4 | $234K | Buy |
+1,546
| New | +$234K | 0.05% | 149 |
|