National Wealth Management Group’s Mastercard MA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
Sell
-1,179
Closed -$503K 148
2023
Q4
$503K Buy
1,179
+19
+2% +$8.1K 0.49% 54
2023
Q3
$459K Buy
+1,160
New +$459K 0.5% 60