AWM
AllSquare Wealth Management’s Marriott Vacations Worldwide VAC Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2020
Q1 | – | Sell |
-345
| Closed | -$44K | – | 481 |
|
2019
Q4 | $44K | Sell |
345
-167
| -33% | -$21.3K | 0.03% | 196 |
|
2019
Q3 | $53K | Hold |
512
| – | – | 0.04% | 184 |
|
2019
Q2 | $49K | Buy |
512
+41
| +9% | +$3.92K | 0.04% | 192 |
|
2019
Q1 | $44K | Buy |
+471
| New | +$44K | 0.03% | 209 |
|