Monumental Financial Group’s Mastercard MA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $1.03M | Sell |
2,093
-406
| -16% | -$200K | 0.38% | 29 |
|
|
2024
Q2 | $1.1M | Sell |
2,499
-321
| -11% | -$142K | 0.48% | 26 |
|
|
2024
Q1 | $1.36M | Sell |
2,820
-95
| -3% | -$45.7K | 0.72% | 23 |
|
|
2023
Q4 | $1.24M | Sell |
2,915
-22
| -0.7% | -$9.38K | 0.74% | 25 |
|
|
2023
Q3 | $1.16M | Buy |
2,937
+187
| +7% | +$74K | 0.77% | 24 |
|
|
2023
Q2 | $1.08M | Buy |
+2,750
| New | +$1.08M | 0.73% | 27 |
|
|
2021
Q3 | – | Sell |
-35
| Closed | -$13K | – | 61 |
|
|
2021
Q2 | $13K | Sell |
35
-1,947
| -98% | -$723K | 0.01% | 73 |
|
|
2021
Q1 | $706K | Buy |
+1,982
| New | +$706K | 0.67% | 26 |
|