MWPCG
Measured Wealth Private Client Group’s Mastercard MA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-1,697
| Closed | -$449K | – | 173 |
|
|
2019
Q2 | $449K | Sell |
1,697
-1,057
| -38% | -$280K | 0.26% | 75 |
|
|
2019
Q1 | $648K | Buy |
+2,754
| New | +$648K | 0.4% | 47 |
|
|
2018
Q4 | – | Sell |
-1,428
| Closed | -$315K | – | 444 |
|
|
2018
Q3 | $315K | Sell |
1,428
-111
| -7% | -$24.5K | 0.19% | 104 |
|
|
2018
Q2 | $302K | Buy |
+1,539
| New | +$302K | 0.25% | 98 |
|