SFA
Source Financial Advisors’s Mastercard MA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $444K | Sell |
899
-31
| -3% | -$15.3K | 0.13% | 74 |
|
|
2024
Q2 | $410K | Buy |
930
+10
| +1% | +$4.41K | 0.13% | 76 |
|
|
2024
Q1 | $443K | Buy |
920
+26
| +3% | +$12.5K | 0.13% | 75 |
|
|
2023
Q4 | $381K | Sell |
894
-25
| -3% | -$10.7K | 0.12% | 91 |
|
|
2023
Q3 | $364K | Buy |
919
+8
| +0.9% | +$3.17K | 0.12% | 91 |
|
|
2023
Q2 | $358K | Buy |
911
+228
| +33% | +$89.6K | 0.12% | 97 |
|
|
2023
Q1 | $248K | Buy |
+683
| New | +$248K | 0.08% | 110 |
|