RBWA
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RFG - Bristol Wealth Advisors’s Mastercard MA Stock Holding History

RFG - Bristol Wealth Advisors’s Portfolio MA Stock Details MA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$336K Sell
598
-27
-4% -$15.2K 0.1% 134
2025
Q1 		$343K Buy
625
+16
+3% +$8.77K 0.11% 129
2024
Q4 		$321K Buy
+609
New +$321K 0.11% 119