BWA
Blodgett Wealth Advisors’s Marriott International Class A Common Stock MAR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-836
| Closed | -$211K | – | 63 |
|
|
2024
Q1 | $211K | Sell |
836
-300
| -26% | -$75.7K | 0.19% | 60 |
|
|
2023
Q4 | $256K | Sell |
1,136
-250
| -18% | -$56.4K | 0.26% | 50 |
|
|
2023
Q3 | $272K | Buy |
1,386
+1
| +0.1% | +$197 | 0.3% | 47 |
|
|
2023
Q2 | $254K | Hold |
1,385
| – | – | 0.26% | 48 |
|
|
2023
Q1 | $230K | Hold |
1,385
| – | – | 0.27% | 51 |
|
|
2022
Q4 | $206K | Buy |
+1,385
| New | +$206K | 0.25% | 60 |
|
|
2022
Q3 | – | Sell |
-1,585
| Closed | -$216K | – | 62 |
|
|
2022
Q2 | $216K | Sell |
1,585
-1,100
| -41% | -$150K | 0.24% | 60 |
|
|
2022
Q1 | $472K | Sell |
2,685
-50
| -2% | -$8.79K | 0.39% | 47 |
|
|
2021
Q4 | $452K | Buy |
+2,735
| New | +$452K | 0.35% | 53 |
|