SVA Wealth Management’s Mastercard MA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | $3.25M | Sell |
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|
2020
Q3 | $4.32M | Sell |
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|
2020
Q2 | $3.83M | Sell |
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|
2020
Q1 | $3.18M | Sell |
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|
2019
Q4 | $4.79M | Sell |
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|
2019
Q3 | $4.66M | Sell |
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|
2019
Q2 | $4.56M | Sell |
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|
2019
Q1 | $5.03M | Sell |
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|
2018
Q4 | $4.08M | Sell |
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|
2018
Q3 | $5.46M | Sell |
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|
2018
Q2 | $5.65M | Sell |
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|
2018
Q1 | $4.35M | Buy |
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|
2017
Q4 | $4.5M | Sell |
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|
2017
Q3 | $4.35M | Buy |
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|
2017
Q2 | $3.69M | Buy |
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|
2017
Q1 | $3.25M | Buy |
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|
2016
Q4 | $2.87M | Buy |
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|
2016
Q3 | $2.79M | Buy |
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|
2016
Q2 | $2.38M | Buy |
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|
2016
Q1 | $2.51M | Buy |
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|
2015
Q4 | $2.28M | Buy |
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|
2015
Q3 | $2.03M | Buy |
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|
2015
Q2 | $1.81M | Buy |
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|
2015
Q1 | $1.29M | Buy |
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|
2014
Q4 | $392K | Hold |
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|
2014
Q3 | $336K | Buy |
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|
2014
Q2 | $312K | Hold |
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|
2014
Q1 | $317K | Hold |
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|
2013
Q4 | $355K | Buy |
|