KLR Investment Advisors’s Mastercard MA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $257K | Buy |
+562
| New | +$257K | 0.19% | 156 |
|
|
2023
Q4 | – | Sell |
-579
| Closed | -$210K | – | 193 |
|
|
2023
Q3 | $210K | Buy |
579
+31
| +6% | +$11.3K | 0.19% | 164 |
|
|
2023
Q2 | $216K | Sell |
548
-31
| -5% | -$12.2K | 0.18% | 170 |
|
|
2023
Q1 | $210K | Buy |
579
+1
| +0.2% | +$363 | 0.19% | 166 |
|
|
2022
Q4 | $201K | Buy |
+578
| New | +$201K | 0.17% | 167 |
|