Wealthspire Advisors (Maryland)’s Mastercard MA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $8.95M | Buy |
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|
2020
Q2 | $6.49M | Buy |
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|
2020
Q1 | $5.24M | Sell |
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|
2019
Q4 | $6.86M | Sell |
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|
2019
Q3 | $6.58M | Sell |
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|
2019
Q2 | $6.47M | Sell |
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|
2019
Q1 | $5.81M | Sell |
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|
2018
Q4 | $4.82M | Sell |
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|
2018
Q3 | $5.77M | Sell |
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|
2018
Q2 | $5.36M | Sell |
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|
2018
Q1 | $5.09M | Sell |
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|
2017
Q4 | $4.58M | Sell |
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|
2017
Q3 | $4.33M | Buy |
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|
2017
Q2 | $2.38M | Buy |
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|
2017
Q1 | $2.19M | Sell |
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|
2016
Q4 | $2.33M | Sell |
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|
2016
Q3 | $2.35M | Buy |
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|
2016
Q2 | $1.75M | Buy |
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|
2016
Q1 | $1.85M | Buy |
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|
2015
Q4 | $1.8M | Buy |
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