Avantax Planning Partners’s Marriott International Class A Common Stock MAR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-3,063
| Closed | -$404K | – | 323 |
|
|
2020
Q4 | $404K | Hold |
3,063
| – | – | 0.02% | 200 |
|
|
2020
Q3 | $284K | Hold |
3,063
| – | – | 0.02% | 233 |
|
|
2020
Q2 | $263K | Buy |
3,063
+88
| +3% | +$7.56K | 0.01% | 228 |
|
|
2020
Q1 | $223K | Buy |
2,975
+214
| +8% | +$16K | 0.02% | 243 |
|
|
2019
Q4 | $418K | Sell |
2,761
-19
| -0.7% | -$2.88K | 0.02% | 196 |
|
|
2019
Q3 | $346K | Sell |
2,780
-3
| -0.1% | -$373 | 0.02% | 215 |
|
|
2019
Q2 | $393K | Sell |
2,783
-48
| -2% | -$6.78K | 0.03% | 200 |
|
|
2019
Q1 | $354K | Buy |
2,831
+19
| +0.7% | +$2.38K | 0.02% | 211 |
|
|
2018
Q4 | $305K | Buy |
2,812
+23
| +0.8% | +$2.5K | 0.02% | 198 |
|
|
2018
Q3 | $368K | Buy |
2,789
+40
| +1% | +$5.28K | 0.03% | 166 |
|
|
2018
Q2 | $348K | Sell |
2,749
-104
| -4% | -$13.2K | 0.03% | 163 |
|
|
2018
Q1 | $388K | Hold |
2,853
| – | – | 0.03% | 198 |
|
|
2017
Q4 | $387K | Buy |
2,853
+184
| +7% | +$25K | 0.04% | 194 |
|
|
2017
Q3 | $294K | Hold |
2,669
| – | – | 0.02% | 274 |
|
|
2017
Q2 | $268K | Buy |
2,669
+45
| +2% | +$4.52K | 0.02% | 271 |
|
|
2017
Q1 | $247K | Sell |
2,624
-43
| -2% | -$4.05K | 0.02% | 269 |
|
|
2016
Q4 | $221K | Buy |
+2,667
| New | +$221K | 0.02% | 281 |
|