Congress Asset Management’s Marcus Corp MCS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | – | Sell |
-44,716
| Closed | -$1.22M | – | 388 |
|
|
2017
Q4 | $1.22M | Buy |
44,716
+7,672
| +21% | +$210K | 0.02% | 297 |
|
|
2017
Q3 | $1.03M | Buy |
37,044
+8,827
| +31% | +$244K | 0.02% | 319 |
|
|
2017
Q2 | $852K | Buy |
28,217
+4,151
| +17% | +$125K | 0.02% | 208 |
|
|
2017
Q1 | $773K | Buy |
24,066
+5,038
| +26% | +$162K | 0.01% | 201 |
|
|
2016
Q4 | $599K | Buy |
19,028
+8,858
| +87% | +$279K | 0.01% | 191 |
|
|
2016
Q3 | $255K | Buy |
+10,170
| New | +$255K | 0.01% | 215 |
|