WFG Advisors’s Mastercard MA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | $35K | Buy |
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|
2017
Q1 | $24K | Sell |
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|
2016
Q4 | $116K | Buy |
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|
2016
Q3 | $107K | Hold |
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|
2016
Q2 | $92K | Buy |
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|
2016
Q1 | $95K | Sell |
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|
2015
Q4 | $106K | Hold |
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|
2015
Q3 | $98K | Sell |
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|
2015
Q2 | $138K | Buy |
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|
2015
Q1 | $117K | Sell |
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|
2014
Q4 | $138K | Sell |
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|
2014
Q3 | $132K | Sell |
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|
2014
Q2 | $139K | Sell |
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|
2014
Q1 | $168K | Sell |
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|
2013
Q4 | $256K | Buy |
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|
2013
Q3 | $43K | Hold |
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|
2013
Q2 | $37K | Buy |
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