Wealth Architects’s Marqeta MQ Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q3 | – | Sell |
-19,031
| Closed | -$104K | – | 217 |
|
2024
Q2 | $104K | Sell |
19,031
-9,175
| -33% | -$50.3K | 0.01% | 208 |
|
2024
Q1 | $168K | Sell |
28,206
-9,063
| -24% | -$54K | 0.02% | 205 |
|
2023
Q4 | $260K | Sell |
37,269
-9,063
| -20% | -$63.3K | 0.04% | 165 |
|
2023
Q3 | $277K | Sell |
46,332
-9,063
| -16% | -$54.2K | 0.05% | 150 |
|
2023
Q2 | $270K | Sell |
55,395
-8,042
| -13% | -$39.2K | 0.04% | 153 |
|
2023
Q1 | $290K | Sell |
63,437
-9,063
| -13% | -$41.4K | 0.05% | 141 |
|
2022
Q4 | $443K | Buy |
+72,500
| New | +$443K | 0.08% | 113 |
|