Lodestar Investment Counsel’s Mastercard MA Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2019
Q2 | $1M | Buy |
3,791
+2,450
| +183% | +$648K | 0.1% | 95 |
|
2019
Q1 | $316K | Sell |
1,341
-300
| -18% | -$70.7K | 0.03% | 146 |
|
2018
Q4 | $310K | Buy |
1,641
+258
| +19% | +$48.7K | 0.04% | 144 |
|
2018
Q3 | $308K | Sell |
1,383
-7
| -0.5% | -$1.56K | 0.03% | 153 |
|
2018
Q2 | $273K | Sell |
1,390
-18
| -1% | -$3.54K | 0.03% | 161 |
|
2018
Q1 | $247K | Hold |
1,408
| – | – | 0.03% | 159 |
|
2017
Q4 | $213K | Buy |
+1,408
| New | +$213K | 0.02% | 167 |
|