Lighthouse Financial Advisors’s Mastercard MA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-766
| Closed | -$273K | – | 118 |
|
|
2020
Q4 | $273K | Buy |
766
+2
| +0.3% | +$713 | 0.09% | 93 |
|
|
2020
Q3 | $258K | Buy |
764
+1
| +0.1% | +$338 | 0.1% | 90 |
|
|
2020
Q2 | $225K | Buy |
+763
| New | +$225K | 0.09% | 94 |
|
|
2020
Q1 | – | Sell |
-696
| Closed | -$208K | – | 185 |
|
|
2019
Q4 | $208K | Buy |
+696
| New | +$208K | 0.1% | 77 |
|