Kays Financial Advisory’s Mastercard MA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $4.94M | Sell |
14,619
-619
| -4% | -$209K | 0.79% | 19 |
|
|
2020
Q2 | $4.51M | Buy |
15,238
+68
| +0.4% | +$20.1K | 0.78% | 22 |
|
|
2020
Q1 | $3.66M | Buy |
15,170
+294
| +2% | +$71K | 0.75% | 23 |
|
|
2019
Q4 | $4.44M | Buy |
14,876
+73
| +0.5% | +$21.8K | 0.78% | 20 |
|
|
2019
Q3 | $4.02M | Sell |
14,803
-382
| -3% | -$104K | 0.74% | 21 |
|
|
2019
Q2 | $4.02M | Buy |
15,185
+17
| +0.1% | +$4.5K | 0.74% | 22 |
|
|
2019
Q1 | $3.57M | Buy |
15,168
+1,019
| +7% | +$240K | 0.69% | 28 |
|
|
2018
Q4 | $2.67M | Buy |
14,149
+6,523
| +86% | +$1.23M | 0.61% | 35 |
|
|
2018
Q3 | $1.7M | Sell |
7,626
-226
| -3% | -$50.3K | 0.36% | 39 |
|
|
2018
Q2 | $1.54M | Buy |
7,852
+444
| +6% | +$87.3K | 0.34% | 42 |
|
|
2018
Q1 | $1.3M | Buy |
+7,408
| New | +$1.3M | 0.3% | 48 |
|