Pursue Wealth Partners’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 |
-1,465
| Closed | -$576K | – | 97 |
|
|
2023
Q2 | $576K | Hold |
1,465
| – | – | 0.36% | 58 |
|
|
2023
Q1 | $532K | Hold |
1,465
| – | – | 0.36% | 63 |
|
|
2022
Q4 | $509K | Hold |
1,465
| – | – | 0.39% | 62 |
|
|
2022
Q3 | $417K | Hold |
1,465
| – | – | 0.3% | 72 |
|
|
2022
Q2 | $462K | Hold |
1,465
| – | – | 0.29% | 72 |
|
|
2022
Q1 | $512K | Sell |
1,465
-3,805
| -72% | -$1.33M | 0.21% | 88 |
|
|
2021
Q4 | $1.89M | Buy |
+5,270
| New | +$1.89M | 0.73% | 34 |
|