Stifel Trust’s Mastercard MA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q3 | $37K | Sell |
495
-545
| -52% | -$40.7K | 0.01% | 295 |
|
|
2014
Q2 | $77K | Hold |
1,040
| – | – | 0.01% | 233 |
|
|
2014
Q1 | $78K | Hold |
1,040
| – | – | 0.01% | 234 |
|
|
2013
Q4 | $87K | Sell |
1,040
-60
| -5% | -$5.02K | 0.02% | 221 |
|
|
2013
Q3 | $75K | Hold |
1,100
| – | – | 0.01% | 237 |
|
|
2013
Q2 | $64K | Buy |
+1,100
| New | +$64K | 0.01% | 241 |
|