Stage Harbor Financial’s Mastercard MA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-576
| Closed | -$316K | – | 60 |
|
|
2025
Q1 | $316K | Sell |
576
-33
| -5% | -$18.1K | 0.27% | 44 |
|
|
2024
Q4 | $321K | Sell |
609
-33
| -5% | -$17.4K | 0.28% | 41 |
|
|
2024
Q3 | $322K | Buy |
642
+60
| +10% | +$30.1K | 0.29% | 35 |
|
|
2024
Q2 | $257K | Hold |
582
| – | – | 0.25% | 34 |
|
|
2024
Q1 | $280K | Sell |
582
-53
| -8% | -$25.5K | 0.25% | 36 |
|
|
2023
Q4 | $271K | Buy |
+635
| New | +$271K | 0.26% | 34 |
|