Octavia Wealth Advisors’s Marqeta MQ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-12,216
| Closed | -$72.8K | – | 224 |
|
|
2024
Q1 | $72.8K | Sell |
12,216
-16,454
| -57% | -$98.1K | 0.01% | 214 |
|
|
2023
Q4 | $200K | Sell |
28,670
-3,521
| -11% | -$24.6K | 0.04% | 215 |
|
|
2023
Q3 | $193K | Sell |
32,191
-6,672
| -17% | -$39.9K | 0.04% | 193 |
|
|
2023
Q2 | $189K | Buy |
38,863
+2,991
| +8% | +$14.6K | 0.04% | 178 |
|
|
2023
Q1 | $164K | Buy |
35,872
+15,132
| +73% | +$69.2K | 0.04% | 179 |
|
|
2022
Q4 | $127K | Buy |
20,740
+242
| +1% | +$1.48K | 0.03% | 176 |
|
|
2022
Q3 | $146K | Buy |
+20,498
| New | +$146K | 0.04% | 167 |
|
|
2022
Q2 | – | Sell |
-11,078
| Closed | -$122K | – | 179 |
|
|
2022
Q1 | $122K | Buy |
+11,078
| New | +$122K | 0.03% | 187 |
|