Avitas Wealth Management’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
Q2 | – | Sell |
-18,568
| Closed | -$2.75M | – | 213 |
|
|
2021
Q1 | $2.75M | Sell |
18,568
-677
| -4% | -$100K | 0.54% | 71 |
|
|
2020
Q4 | $2.54M | Buy |
19,245
+167
| +0.9% | +$22K | 0.51% | 77 |
|
|
2020
Q3 | $1.77M | Buy |
19,078
+4,285
| +29% | +$397K | 0.49% | 80 |
|
|
2020
Q2 | $1.27M | Sell |
14,793
-349
| -2% | -$29.9K | 0.42% | 88 |
|
|
2020
Q1 | $1.13M | Buy |
+15,142
| New | +$1.13M | 0.52% | 75 |
|
|
2019
Q1 | – | Sell |
-6,911
| Closed | -$750K | – | 167 |
|
|
2018
Q4 | $750K | Sell |
6,911
-16
| -0.2% | -$1.74K | 0.25% | 109 |
|
|
2018
Q3 | $915K | Buy |
6,927
+602
| +10% | +$79.5K | 0.26% | 114 |
|
|
2018
Q2 | $801K | Buy |
+6,325
| New | +$801K | 0.25% | 120 |
|