West Financial Advisors’s Mastercard MA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-500
| Closed | -$142K | – | 188 |
|
|
2022
Q3 | $142K | Hold |
500
| – | – | 0.04% | 64 |
|
|
2022
Q2 | $158K | Sell |
500
-22
| -4% | -$6.95K | 0.05% | 59 |
|
|
2022
Q1 | $187K | Buy |
522
+22
| +4% | +$7.88K | 0.05% | 61 |
|
|
2021
Q4 | $180K | Hold |
500
| – | – | 0.05% | 63 |
|
|
2021
Q3 | $174K | Hold |
500
| – | – | 0.05% | 57 |
|
|
2021
Q2 | $183K | Hold |
500
| – | – | 0.06% | 50 |
|
|
2021
Q1 | $178K | Hold |
500
| – | – | 0.06% | 49 |
|
|
2020
Q4 | $178K | Buy |
+500
| New | +$178K | 0.06% | 48 |
|