Loveless Wealth Management’s Mastercard MA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | $854K | Buy |
2,708
+72
| +3% | +$22.7K | 0.56% | 60 |
|
|
2022
Q1 | $942K | Buy |
2,636
+90
| +4% | +$32.2K | 0.53% | 63 |
|
|
2021
Q4 | $915K | Buy |
2,546
+37
| +1% | +$13.3K | 0.5% | 64 |
|
|
2021
Q3 | $872K | Buy |
2,509
+140
| +6% | +$48.7K | 0.53% | 61 |
|
|
2021
Q2 | $865K | Buy |
2,369
+173
| +8% | +$63.2K | 0.53% | 63 |
|
|
2021
Q1 | $782K | Buy |
2,196
+76
| +4% | +$27.1K | 0.52% | 62 |
|
|
2020
Q4 | $757K | Buy |
2,120
+50
| +2% | +$17.9K | 0.56% | 61 |
|
|
2020
Q3 | $700K | Buy |
2,070
+150
| +8% | +$50.7K | 0.59% | 57 |
|
|
2020
Q2 | $568K | Buy |
1,920
+85
| +5% | +$25.1K | 0.53% | 62 |
|
|
2020
Q1 | $443K | Buy |
1,835
+165
| +10% | +$39.8K | 0.52% | 64 |
|
|
2019
Q4 | $502K | Buy |
+1,670
| New | +$502K | 0.43% | 67 |
|