SUMMIT WEALTH & RETIREMENT PLANNING, INC. – Mastercard Incorporated Transaction History
SUMMIT WEALTH & RETIREMENT PLANNING, INC. portfolio value:
$435,000
portfolio value
SUMMIT WEALTH & RETIREMENT PLANNING, INC. quarter portfolio value change:
-9.87%
quarter
Mastercard Incorporated 13F transactions
Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
---|---|---|---|---|---|---|---|
Q3 2022 | share | Decrease | -0.07% | -1 shares | -48K | $284.34 | 1.52K |
Q2 2022 | share | Decrease | -8.38% | -140 shares | -114K | $315.48 | 1.53K |
Q1 2022 | share | Decrease | -5.92% | -105 shares | -41K | $357.38 | 1.67K |
Q4 2021 | share | Increase | +13.78% | 215 shares | 95K | $360.99 | 1.77K |
Q3 2021 | share | Increase | 0.00% | 1.56K shares | 543K | $347.25 | 1.56K |