Northwest Wealth Management’s Mastercard MA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-19
| Closed | -$4K | – | 330 |
|
|
2019
Q1 | $4K | Hold |
19
| – | – | ﹤0.01% | 430 |
|
|
2018
Q4 | $4K | Sell |
19
-252
| -93% | -$53.1K | ﹤0.01% | 412 |
|
|
2018
Q3 | $60K | Buy |
271
+19
| +8% | +$4.21K | 0.04% | 200 |
|
|
2018
Q2 | $50K | Hold |
252
| – | – | 0.04% | 215 |
|
|
2018
Q1 | $44K | Buy |
+252
| New | +$44K | 0.03% | 227 |
|