One Wealth Advisors’s Mastercard MA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-52
| Closed | -$18.1K | – | 434 |
|
|
2022
Q4 | $18.1K | Buy |
+52
| New | +$18.1K | ﹤0.01% | 547 |
|
|
2019
Q2 | – | Sell |
-14
| Closed | -$3K | – | 329 |
|
|
2019
Q1 | $3K | Buy |
+14
| New | +$3K | ﹤0.01% | 436 |
|
|
2018
Q4 | – | Sell |
-5
| Closed | -$1K | – | 318 |
|
|
2018
Q3 | $1K | Hold |
5
| – | – | ﹤0.01% | 551 |
|
|
2018
Q2 | $1K | Hold |
5
| – | – | ﹤0.01% | 537 |
|
|
2018
Q1 | $1K | Hold |
5
| – | – | ﹤0.01% | 503 |
|
|
2017
Q4 | $1K | Buy |
+5
| New | +$1K | ﹤0.01% | 544 |
|