Lenox Wealth Advisors’s Mastercard MA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | $243K | Buy |
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|
2021
Q4 | $245K | Buy |
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|
2021
Q3 | $226K | Buy |
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|
2021
Q2 | $160K | Sell |
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|
2021
Q1 | $195K | Sell |
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|
2020
Q4 | $261K | Buy |
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|
2020
Q3 | $246K | Buy |
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|
2020
Q2 | $187K | Sell |
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|
2020
Q1 | $186K | Buy |
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|
2019
Q4 | $221K | Buy |
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|
2019
Q3 | $193K | Buy |
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|
2019
Q2 | $162K | Sell |
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|
2019
Q1 | $182K | Buy |
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|
2018
Q4 | $140K | Hold |
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|
2018
Q3 | $165K | Sell |
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|
2018
Q2 | $166K | Sell |
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|
2018
Q1 | $174K | Buy |
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|
2017
Q4 | $12K | Buy |
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|
2017
Q3 | $1K | Buy |
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|
2016
Q4 | – | Sell |
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|
2016
Q3 | $5K | Buy |
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|
2015
Q4 | – | Sell |
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|
2015
Q3 | $15K | Buy |
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|
2013
Q4 | – | Sell |
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|
2013
Q3 | $8K | Hold |
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|
2013
Q2 | $7K | Buy |
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