Clearstead Advisors’s Marqeta MQ Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q4 | – | Sell |
-4,305
| Closed | -$21.2K | – | 2154 |
|
2024
Q3 | $21.2K | Hold |
4,305
| – | – | ﹤0.01% | 1399 |
|
2024
Q2 | $23.6K | Buy |
4,305
+120
| +3% | +$658 | ﹤0.01% | 1332 |
|
2024
Q1 | $23.5K | Buy |
4,185
+1,760
| +73% | +$9.87K | ﹤0.01% | 922 |
|
2023
Q4 | $16.9K | Sell |
2,425
-2,215
| -48% | -$15.5K | ﹤0.01% | 968 |
|
2023
Q3 | $27.7K | Buy |
+4,640
| New | +$27.7K | ﹤0.01% | 974 |
|