Level Financial Advisors’s Mastercard MA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-5
| Closed | -$2.14K | – | 185 |
|
|
2023
Q4 | $2.14K | Hold |
5
| – | – | ﹤0.01% | 239 |
|
|
2023
Q3 | $1.98K | Sell |
5
-5
| -50% | -$1.98K | ﹤0.01% | 248 |
|
|
2023
Q2 | $3.93K | Buy |
+10
| New | +$3.93K | ﹤0.01% | 230 |
|
|
2022
Q3 | – | Sell |
-39
| Closed | -$12K | – | 294 |
|
|
2022
Q2 | $12K | Buy |
39
+5
| +15% | +$1.54K | 0.01% | 176 |
|
|
2022
Q1 | $12K | Hold |
34
| – | – | 0.01% | 148 |
|
|
2021
Q4 | $12K | Buy |
+34
| New | +$12K | 0.01% | 167 |
|