Steward Financial Group’s Mastercard MA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $254K | Buy |
643
+61
| +10% | +$24.1K | 0.08% | 62 |
|
|
2023
Q2 | $228K | Buy |
582
+74
| +15% | +$29K | 0.07% | 60 |
|
|
2023
Q1 | $184K | Buy |
508
+132
| +35% | +$47.8K | 0.06% | 44 |
|
|
2022
Q4 | $130K | Buy |
+376
| New | +$130K | 0.07% | 48 |
|
|
2022
Q3 | – | Sell |
-295
| Closed | -$93K | – | 794 |
|
|
2022
Q2 | $93K | Buy |
295
+114
| +63% | +$35.9K | 0.08% | 57 |
|
|
2022
Q1 | $64K | Hold |
181
| – | – | 0.06% | 70 |
|
|
2021
Q4 | $65K | Buy |
+181
| New | +$65K | 0.06% | 67 |
|