Milestone Advisory Partners’s Mastercard MA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $499K | Hold |
1,260
| – | – | 0.41% | 38 |
|
|
2023
Q2 | $496K | Hold |
1,260
| – | – | 0.45% | 37 |
|
|
2023
Q1 | $458K | Hold |
1,260
| – | – | 0.42% | 41 |
|
|
2022
Q4 | $438K | Hold |
1,260
| – | – | 0.33% | 44 |
|
|
2022
Q3 | $358K | Hold |
1,260
| – | – | 0.27% | 45 |
|
|
2022
Q2 | $401K | Hold |
1,260
| – | – | 0.32% | 44 |
|
|
2022
Q1 | $450K | Buy |
+1,260
| New | +$450K | 0.24% | 49 |
|