LWP
Legacy Wealth Planning’s Mastercard MA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-597
| Closed | -$208K | – | 102 |
|
|
2021
Q3 | $208K | Sell |
597
-10
| -2% | -$3.48K | 0.23% | 92 |
|
|
2021
Q2 | $222K | Buy |
607
+15
| +3% | +$5.49K | 0.25% | 88 |
|
|
2021
Q1 | $211K | Hold |
592
| – | – | 0.27% | 85 |
|
|
2020
Q4 | $211K | Hold |
592
| – | – | 0.27% | 75 |
|
|
2020
Q3 | $200K | Buy |
+592
| New | +$200K | 0.23% | 73 |
|