AE Wealth Management’s Marathon Digital Holdings MARA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-50,591
| Closed | -$903K | – | 1647 |
|
|
2023
Q4 | $903K | Sell |
50,591
-3,446
| -6% | -$61.5K | ﹤0.01% | 1196 |
|
|
2023
Q3 | $459K | Buy |
54,037
+14,522
| +37% | +$123K | ﹤0.01% | 1423 |
|
|
2023
Q2 | $548K | Buy |
39,515
+21,510
| +119% | +$298K | ﹤0.01% | 1340 |
|
|
2023
Q1 | $157K | Buy |
18,005
+5,202
| +41% | +$45.4K | ﹤0.01% | 1755 |
|
|
2022
Q4 | $43.8K | Sell |
12,803
-18,662
| -59% | -$63.8K | ﹤0.01% | 1750 |
|
|
2022
Q3 | $337K | Buy |
+31,465
| New | +$337K | ﹤0.01% | 1416 |
|
|
2022
Q2 | – | Sell |
-16,368
| Closed | -$457K | – | 1783 |
|
|
2022
Q1 | $457K | Sell |
16,368
-237
| -1% | -$6.62K | ﹤0.01% | 1261 |
|
|
2021
Q4 | $546K | Sell |
16,605
-2,242
| -12% | -$73.7K | ﹤0.01% | 1224 |
|
|
2021
Q3 | $595K | Buy |
18,847
+945
| +5% | +$29.8K | ﹤0.01% | 1097 |
|
|
2021
Q2 | $562K | Buy |
+17,902
| New | +$562K | ﹤0.01% | 1102 |
|