Peterson 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
Q2 | – | Sell |
-625
| Closed | -$227K | – | 66 |
|
|
2023
Q1 | $227K | Buy |
625
+12
| +2% | +$4.36K | 0.06% | 60 |
|
|
2022
Q4 | $213K | Buy |
+613
| New | +$213K | 0.06% | 62 |
|
|
2022
Q2 | – | Sell |
-581
| Closed | -$208K | – | 61 |
|
|
2022
Q1 | $208K | Hold |
581
| – | – | 0.06% | 55 |
|
|
2021
Q4 | $209K | Buy |
+581
| New | +$209K | 0.06% | 58 |
|
|
2020
Q4 | – | Sell |
-691
| Closed | -$234K | – | 49 |
|
|
2020
Q3 | $234K | Buy |
691
+5
| +0.7% | +$1.69K | 0.12% | 45 |
|
|
2020
Q2 | $203K | Sell |
686
-166
| -19% | -$49.1K | 0.11% | 44 |
|
|
2020
Q1 | $206K | Buy |
852
+1
| +0.1% | +$242 | 0.13% | 50 |
|
|
2019
Q4 | $254K | Buy |
851
+1
| +0.1% | +$298 | 0.15% | 37 |
|
|
2019
Q3 | $231K | Buy |
850
+1
| +0.1% | +$272 | 0.14% | 39 |
|
|
2019
Q2 | $225K | Buy |
+849
| New | +$225K | 0.14% | 40 |
|