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 |
|