Lake Point Wealth Management’s Mastercard MA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | $7K | Hold |
23
| – | – | ﹤0.01% | 195 |
|
|
2022
Q1 | $8K | Hold |
23
| – | – | ﹤0.01% | 192 |
|
|
2021
Q4 | $8K | Hold |
23
| – | – | ﹤0.01% | 200 |
|
|
2021
Q3 | $8K | Hold |
23
| – | – | ﹤0.01% | 186 |
|
|
2021
Q2 | $8K | Buy |
+23
| New | +$8K | ﹤0.01% | 200 |
|
|
2020
Q1 | $8K | Hold |
33
| – | – | 0.01% | 124 |
|
|
2019
Q4 | $10K | Buy |
+33
| New | +$10K | ﹤0.01% | 269 |
|
|
2019
Q2 | $9K | Hold |
33
| – | – | ﹤0.01% | 346 |
|
|
2019
Q1 | $9K | Sell |
33
-1,057
| -97% | -$288K | ﹤0.01% | 346 |
|
|
2018
Q4 | $206K | Buy |
+1,090
| New | +$206K | 0.08% | 146 |
|