WealthOne’s Mastercard MA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-819
| Closed | -$292K | – | 127 |
|
|
2020
Q4 | $292K | Buy |
819
+10
| +1% | +$3.57K | 0.14% | 87 |
|
|
2020
Q3 | $274K | Sell |
809
-85
| -10% | -$28.8K | 0.15% | 80 |
|
|
2020
Q2 | $264K | Buy |
+894
| New | +$264K | 0.16% | 80 |
|
|
2019
Q1 | – | Sell |
-529
| Closed | -$100K | – | 355 |
|
|
2018
Q4 | $100K | Buy |
+529
| New | +$100K | 0.09% | 120 |
|