Trellis Advisors’s Mastercard MA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
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|
2023
Q3 | $327K | Buy |
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|
2023
Q2 | $324K | Buy |
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|
2023
Q1 | $298K | Buy |
|
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|
2022
Q4 | $281K | Buy |
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|
2022
Q3 | $214K | Sell |
|
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|
2022
Q2 | $242K | Buy |
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|
2022
Q1 | $259K | Buy |
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|
2021
Q4 | $258K | Sell |
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|
2021
Q3 | $260K | Sell |
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|
2021
Q2 | $274K | Sell |
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|
2021
Q1 | $270K | Buy |
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|
2020
Q4 | $269K | Sell |
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|
2020
Q3 | $257K | Buy |
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|
2020
Q2 | $221K | Buy |
|