Kowal Investment Group’s Mastercard MA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $328K | Sell |
664
-2
| -0.3% | -$988 | 0.06% | 151 |
|
|
2024
Q2 | $294K | Buy |
666
+28
| +4% | +$12.4K | 0.06% | 142 |
|
|
2024
Q1 | $307K | Buy |
638
+100
| +19% | +$48.1K | 0.07% | 136 |
|
|
2023
Q4 | $230K | Buy |
+538
| New | +$230K | 0.05% | 152 |
|
|
2021
Q4 | – | Sell |
-75
| Closed | -$26K | – | 593 |
|
|
2021
Q3 | $26K | Buy |
+75
| New | +$26K | 0.01% | 340 |
|