Triad Financial Advisors’s Mastercard MA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $317K | Buy |
801
+1
| +0.1% | +$396 | 0.11% | 71 |
|
|
2023
Q2 | $315K | Buy |
800
+4
| +0.5% | +$1.57K | 0.13% | 69 |
|
|
2023
Q1 | $289K | Sell |
796
-2
| -0.3% | -$727 | 0.13% | 79 |
|
|
2022
Q4 | $278K | Buy |
798
+17
| +2% | +$5.91K | 0.12% | 87 |
|
|
2022
Q3 | $222K | Buy |
781
+11
| +1% | +$3.13K | 0.12% | 94 |
|
|
2022
Q2 | $243K | Sell |
770
-5
| -0.6% | -$1.58K | 0.13% | 89 |
|
|
2022
Q1 | $277K | Sell |
775
-28
| -3% | -$10K | 0.15% | 83 |
|
|
2021
Q4 | $289K | Buy |
+803
| New | +$289K | 0.17% | 92 |
|