NEIRG Wealth Management’s Mastercard MA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-1,165
| Closed | -$458K | – | 65 |
|
|
2023
Q2 | $458K | Sell |
1,165
-11
| -0.9% | -$4.33K | 0.08% | 102 |
|
|
2023
Q1 | $427K | Buy |
1,176
+51
| +5% | +$18.5K | 0.07% | 107 |
|
|
2022
Q4 | $391K | Buy |
1,125
+1
| +0.1% | +$348 | 0.07% | 116 |
|
|
2022
Q3 | $320K | Sell |
1,124
-303
| -21% | -$86.3K | 0.06% | 119 |
|
|
2022
Q2 | $450K | Buy |
1,427
+36
| +3% | +$11.4K | 0.1% | 104 |
|
|
2022
Q1 | $497K | Buy |
1,391
+58
| +4% | +$20.7K | 0.1% | 97 |
|
|
2021
Q4 | $479K | Buy |
+1,333
| New | +$479K | 0.09% | 93 |
|