Squar Milner Financial 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 | – | Sell |
-3,652
| Closed | -$1.08M | – | 111 |
|
|
2020
Q2 | $1.08M | Buy |
3,652
+720
| +25% | +$213K | 0.61% | 34 |
|
|
2020
Q1 | $708K | Buy |
2,932
+608
| +26% | +$147K | 0.43% | 43 |
|
|
2019
Q4 | $693K | Sell |
2,324
-1,535
| -40% | -$458K | 0.35% | 59 |
|
|
2019
Q3 | $1.31M | Buy |
3,859
+2,740
| +245% | +$927K | 0.67% | 33 |
|
|
2019
Q2 | $296K | Buy |
1,119
+17
| +2% | +$4.5K | 0.2% | 118 |
|
|
2019
Q1 | $259K | Buy |
1,102
+29
| +3% | +$6.82K | 0.19% | 127 |
|
|
2018
Q4 | $202K | Hold |
1,073
| – | – | 0.19% | 134 |
|
|
2018
Q3 | $239K | Buy |
1,073
+67
| +7% | +$14.9K | 0.22% | 126 |
|
|
2018
Q2 | $198K | Buy |
+1,006
| New | +$198K | 0.17% | 159 |
|