CRWM
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Castle Rock Wealth Management’s Marriott International MAR Stock Holding History

Castle Rock Wealth Management’s Portfolio MAR Stock Details MAR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-1,606
Closed -$280K – 224
2022
Q4 		$280K Buy
+1,606
New +$247K 0.13% 178
2022
Q2 		– Sell
-1,964
Closed -$371K – 236
2022
Q1 		$371K Sell
1,964
-1,047
-35% -$174K 0.17% 157
2021
Q4 		$473K Sell
3,011
-7
-0.2% -$1.1K 0.19% 143
2021
Q3 		$508K Sell
3,018
-462
-13% -$64.5K 0.17% 152
2021
Q2 		$480K Buy
3,480
+55
+2% +$7.93K 0.18% 150
2021
Q1 		$502K Buy
3,425
+184
+6% +$25.1K 0.2% 152
2020
Q4 		$398K Buy
3,241
+526
+19% +$60.1K 0.17% 175
2020
Q3 		$258K Sell
2,715
-5,228
-66% -$493K 0.17% 140
2020
Q2 		$684K Buy
+7,943
New +$690K 0.4% 81

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