Kaizen Advisory’s Mastercard MA Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2018
Q4 | $1.25M | Sell |
6,606
-667
| -9% | -$126K | 0.87% | 5 |
|
2018
Q3 | $1.62M | Buy |
7,273
+5,039
| +226% | +$1.12M | 0.85% | 5 |
|
2018
Q2 | $439K | Buy |
2,234
+1,341
| +150% | +$264K | 0.22% | 122 |
|
2018
Q1 | $156K | Hold |
893
| – | – | 0.15% | 106 |
|
2017
Q4 | $135K | Buy |
+893
| New | +$135K | 0.08% | 131 |
|