Shine Investment Advisory Services’s Mastercard MA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $421K | Sell |
1,244
-45
| -3% | -$15.2K | 0.14% | 75 |
|
|
2020
Q2 | $381K | Sell |
1,289
-19
| -1% | -$5.62K | 0.14% | 78 |
|
|
2020
Q1 | $316K | Buy |
1,308
+17
| +1% | +$4.11K | 0.15% | 82 |
|
|
2019
Q4 | $385K | Sell |
1,291
-62
| -5% | -$18.5K | 0.15% | 82 |
|
|
2019
Q3 | $367K | Buy |
1,353
+34
| +3% | +$9.22K | 0.17% | 77 |
|
|
2019
Q2 | $349K | Hold |
1,319
| – | – | 0.16% | 82 |
|
|
2019
Q1 | $311K | Hold |
1,319
| – | – | 0.14% | 86 |
|
|
2018
Q4 | $249K | Buy |
1,319
+10
| +0.8% | +$1.89K | 0.12% | 91 |
|
|
2018
Q3 | $291K | Sell |
1,309
-12
| -0.9% | -$2.67K | 0.15% | 84 |
|
|
2018
Q2 | $260K | Sell |
1,321
-789
| -37% | -$155K | 0.13% | 86 |
|
|
2018
Q1 | $370K | Hold |
2,110
| – | – | 0.2% | 69 |
|
|
2017
Q4 | $319K | Hold |
2,110
| – | – | 0.16% | 77 |
|
|
2017
Q3 | $298K | Sell |
2,110
-32
| -1% | -$4.52K | 0.16% | 76 |
|
|
2017
Q2 | $260K | Hold |
2,142
| – | – | 0.13% | 80 |
|
|
2017
Q1 | $241K | Buy |
+2,142
| New | +$241K | 0.16% | 75 |
|