Kiley Juergens Wealth Management’s Mastercard MA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2018
Q4
Sell
-1,627
Closed -$362K 398
2018
Q3
$362K Buy
1,627
+30
+2% +$6.68K 0.27% 65
2018
Q2
$313K Hold
1,597
0.28% 64
2018
Q1
$279K Buy
1,597
+50
+3% +$8.74K 0.3% 64
2017
Q4
$234K Buy
+1,547
New +$234K 0.21% 72