TFO Wealth Partners’s Mastercard MA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-33
| Closed | -$15.9K | – | 473 |
|
|
2024
Q1 | $15.9K | Hold |
33
| – | – | ﹤0.01% | 82 |
|
|
2023
Q4 | $14.1K | Sell |
33
-121
| -79% | -$51.6K | ﹤0.01% | 87 |
|
|
2023
Q3 | $60.6K | Buy |
154
+4
| +3% | +$1.57K | 0.01% | 79 |
|
|
2023
Q2 | $59K | Buy |
150
+117
| +355% | +$46K | 0.01% | 71 |
|
|
2023
Q1 | $12K | Buy |
33
+31
| +1,550% | +$11.3K | ﹤0.01% | 103 |
|
|
2022
Q4 | $269 | Buy |
+2
| New | +$269 | ﹤0.01% | 578 |
|
|
2022
Q3 | – | Sell |
-36
| Closed | -$11K | – | 338 |
|
|
2022
Q2 | $11K | Buy |
+36
| New | +$11K | ﹤0.01% | 118 |
|
|
2021
Q2 | – | Sell |
-341
| Closed | -$121K | – | 142 |
|
|
2021
Q1 | $121K | Buy |
+341
| New | +$121K | 0.04% | 45 |
|