XCEL WEALTH MANAGEMENT, LLC – Mastercard Incorporated Transaction History
XCEL WEALTH MANAGEMENT, LLC portfolio value:
$203,000
portfolio value
XCEL WEALTH MANAGEMENT, LLC 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 | 0.00% | 0 shares | -22K | $284.34 | 714 | |
| Q2 2022 | share | Decrease | -12.18% | -99 shares | -66K | $315.48 | 714 |
| Q1 2022 | share | 0.00% | 0 shares | -1K | $357.38 | 813 | |
| Q4 2021 | share | Increase | +1.12% | 9 shares | 12K | $360.99 | 813 |
| Q3 2021 | share | Decrease | -33.22% | -400 shares | -160K | $347.25 | 804 |
| Q2 2021 | share | Decrease | -0.41% | -5 shares | 10K | $364.2 | 1.20K |
| Q1 2021 | share | Increase | +0.75% | 9 shares | 2K | $354.77 | 1.20K |
| Q4 2020 | share | 0.00% | 0 shares | 23K | $355.21 | 1.2K | |
| Q3 2020 | share | 0.00% | 0 shares | 51K | $336.14 | 1.2K | |
| Q2 2020 | share | Decrease | -14.29% | -200 shares | 16K | $293.54 | 1.2K |
| Q1 2020 | share | Increase | +100.00% | 700 shares | 129K | $239.44 | 1.4K |
| Q4 2019 | share | Increase | 0.00% | 700 shares | 209K | $295.58 | 700 |