WealthStone’s Mastercard MA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | $1.3M | Buy |
3,661
+312
| +9% | +$111K | 0.45% | 31 |
|
|
2020
Q4 | $1.2M | Buy |
3,349
+116
| +4% | +$41.4K | 0.42% | 32 |
|
|
2020
Q3 | $1.09M | Buy |
3,233
+2,075
| +179% | +$702K | 0.5% | 31 |
|
|
2020
Q2 | $342K | Buy |
+1,158
| New | +$342K | 0.16% | 102 |
|
|
2019
Q3 | – | Sell |
-7,556
| Closed | -$2M | – | 377 |
|
|
2019
Q2 | $2M | Buy |
+7,556
| New | +$2M | 0.9% | 17 |
|