Avitas Wealth Management’s Marqeta MQ Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2022
Q3 | – | Sell |
-16,638
| Closed | -$135K | – | 207 |
|
2022
Q2 | $135K | Sell |
16,638
-3,659
| -18% | -$29.7K | 0.03% | 189 |
|
2022
Q1 | $224K | Buy |
+20,297
| New | +$224K | 0.04% | 185 |
|
2021
Q4 | – | Sell |
-21,188
| Closed | -$469K | – | 188 |
|
2021
Q3 | $469K | Buy |
+21,188
| New | +$469K | 0.09% | 168 |
|