United Capital Financial 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
-11,805
Closed -$70.4K 1072
2024
Q1
$70.4K Sell
11,805
-3,293
-22% -$19.6K ﹤0.01% 1051
2023
Q4
$105K Buy
+15,098
New +$105K ﹤0.01% 1029
2023
Q1
Sell
-14,152
Closed -$86.5K 1024
2022
Q4
$86.5K Buy
14,152
+250
+2% +$1.53K ﹤0.01% 1011
2022
Q3
$99K Sell
13,902
-276
-2% -$1.97K ﹤0.01% 1054
2022
Q2
$115K Buy
14,178
+2,045
+17% +$16.6K ﹤0.01% 1083
2022
Q1
$134K Buy
12,133
+45
+0.4% +$497 ﹤0.01% 1119
2021
Q4
$208K Buy
+12,088
New +$208K ﹤0.01% 1139