Riverpoint Wealth Management Holdings’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 |
-231
| Closed | -$80.3K | – | 87 |
|
|
2022
Q4 | $80.3K | Buy |
+231
| New | +$80.3K | 0.03% | 57 |
|
|
2021
Q1 | – | Sell |
-825
| Closed | -$294K | – | 81 |
|
|
2020
Q4 | $294K | Sell |
825
-14
| -2% | -$4.99K | 0.09% | 70 |
|
|
2020
Q3 | $284K | Buy |
839
+1
| +0.1% | +$338 | 0.1% | 66 |
|
|
2020
Q2 | $248K | Buy |
838
+1
| +0.1% | +$296 | 0.1% | 66 |
|
|
2020
Q1 | $202K | Sell |
837
-66
| -7% | -$15.9K | 0.1% | 65 |
|
|
2019
Q4 | $270K | Buy |
903
+1
| +0.1% | +$299 | 0.11% | 65 |
|
|
2019
Q3 | $245K | Sell |
902
-36
| -4% | -$9.78K | 0.11% | 61 |
|
|
2019
Q2 | $248K | Sell |
938
-80
| -8% | -$21.2K | 0.11% | 59 |
|
|
2019
Q1 | $240K | Buy |
+1,018
| New | +$240K | 0.12% | 57 |
|
|
2018
Q4 | – | Sell |
-1,090
| Closed | -$242K | – | 68 |
|
|
2018
Q3 | $242K | Buy |
1,090
+43
| +4% | +$9.55K | 0.12% | 60 |
|
|
2018
Q2 | $206K | Buy |
+1,047
| New | +$206K | 0.11% | 55 |
|