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Milestone Wealth’s Mastercard MA Stock Holding History

Milestone Wealth’s Portfolio MA Stock Details MA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2022
Q3 		$228K Hold
801
– – 0.25% 42
2022
Q2 		$253K Sell
801
-10
-1% -$3.16K 0.27% 43
2022
Q1 		$291K Hold
811
– – 0.24% 47
2021
Q4 		$291K Buy
+811
New +$291K 0.23% 47