TrueWealth LLC’s Mastercard MA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | $388K | Hold |
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|
2020
Q1 | $317K | Hold |
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|
2019
Q4 | $392K | Buy |
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|
2019
Q3 | $354K | Buy |
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|
2019
Q2 | $268K | Sell |
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|
2019
Q1 | $242K | Hold |
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|
2018
Q4 | $194K | Sell |
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|
2018
Q3 | $269K | Sell |
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|
2018
Q2 | $263K | Buy |
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|
2018
Q1 | $215K | Sell |
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|
2017
Q4 | $204K | Buy |
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