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Surevest’s Mastercard MA Stock Holding History

Surevest’s Portfolio MA Stock Details MA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2022
Q3 		$3K Sell
10
-275
-96% -$82.5K ﹤0.01% 367
2022
Q2 		$90K Buy
285
+268
+1,576% +$84.6K 0.02% 176
2022
Q1 		$6K Hold
17
– – ﹤0.01% 302
2021
Q4 		$6K Buy
+17
New +$6K ﹤0.01% 310