LBA Wealth Management’s Mastercard MA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | $788K | Buy |
7,009
+225
| +3% | +$25.3K | 0.41% | 45 |
|
|
2016
Q4 | $700K | Sell |
6,784
-215
| -3% | -$22.2K | 0.38% | 47 |
|
|
2016
Q3 | $712K | Buy |
+6,999
| New | +$712K | 0.4% | 42 |
|
|
2016
Q1 | – | Sell |
-1,000
| Closed | -$97K | – | 431 |
|
|
2015
Q4 | $97K | Hold |
1,000
| – | – | 0.06% | 164 |
|
|
2015
Q3 | $90K | Buy |
+1,000
| New | +$90K | 0.06% | 155 |
|
|
2014
Q4 | – | Sell |
-357
| Closed | -$26K | – | 348 |
|
|
2014
Q3 | $26K | Buy |
+357
| New | +$26K | 0.02% | 207 |
|