Source Financial Advisors’s Mastercard MA Stock Holding History

Source Financial Advisors’s Portfolio MA Stock Details MA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	$444K	Sell
2024 Q2	$410K	Buy
2024 Q1	$443K	Buy
2023 Q4	$381K	Sell
2023 Q3	$364K	Buy
2023 Q2	$358K	Buy
2023 Q1	$248K	Buy