Summit Wealth Group’s Mastercard MA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q2
Sell
-81,404
Closed 182
2023
Q1
$0 Buy
+81,404
New ﹤0.01% 216
2021
Q3
Sell
-443
Closed -$162K 147
2021
Q2
$162K Sell
443
-31
-7% -$11.3K 0.24% 29
2021
Q1
$169K Buy
+474
New +$169K 0.27% 17