BKS Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | $951K | Sell |
7,600
-1,400
| -16% | -$175K | 0.38% | 71 |
|
|
2018
Q4 | $977K | Sell |
9,000
-800
| -8% | -$86.8K | 0.44% | 62 |
|
|
2018
Q3 | $1.29M | Hold |
9,800
| – | – | 0.48% | 56 |
|
|
2018
Q2 | $1.24M | Sell |
9,800
-400
| -4% | -$50.7K | 0.44% | 59 |
|
|
2018
Q1 | $1.39M | Hold |
10,200
| – | – | 0.51% | 56 |
|
|
2017
Q4 | $1.38M | Hold |
10,200
| – | – | 0.5% | 56 |
|
|
2017
Q3 | $1.13M | Hold |
10,200
| – | – | 0.44% | 65 |
|
|
2017
Q2 | $1.02M | Hold |
10,200
| – | – | 0.42% | 69 |
|
|
2017
Q1 | $961K | Sell |
10,200
-2,800
| -22% | -$264K | 0.42% | 69 |
|
|
2016
Q4 | $1.08M | Sell |
13,000
-1,520
| -10% | -$126K | 0.51% | 64 |
|
|
2016
Q3 | $978K | Buy |
+14,520
| New | +$978K | 0.45% | 63 |
|