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 |
|