EverSource Wealth Advisors’s Marcus Corp MCS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $17.1K | Buy |
1,012
+385
| +61% | +$6.49K | ﹤0.01% | 2415 |
|
|
2025
Q1 | $10.5K | Sell |
627
-92
| -13% | -$1.54K | ﹤0.01% | 2084 |
|
|
2024
Q4 | $15.5K | Buy |
719
+92
| +15% | +$1.98K | ﹤0.01% | 1764 |
|
|
2024
Q3 | $9.45K | Hold |
627
| – | – | ﹤0.01% | 1898 |
|
|
2024
Q2 | $7.89K | Buy |
+627
| New | +$7.89K | ﹤0.01% | 1996 |
|
|
2023
Q4 | – | Sell |
-314
| Closed | -$4.87K | – | 2707 |
|
|
2023
Q3 | $4.87K | Hold |
314
| – | – | ﹤0.01% | 1719 |
|
|
2023
Q2 | $4.66K | Hold |
314
| – | – | ﹤0.01% | 1754 |
|
|
2023
Q1 | $5.02K | Hold |
314
| – | – | ﹤0.01% | 1642 |
|
|
2022
Q4 | $4.52K | Hold |
314
| – | – | ﹤0.01% | 1650 |
|
|
2022
Q3 | $4K | Buy |
314
+234
| +293% | +$2.98K | ﹤0.01% | 1453 |
|
|
2022
Q2 | $1K | Sell |
80
-118
| -60% | -$1.48K | ﹤0.01% | 1647 |
|
|
2022
Q1 | $3K | Hold |
198
| – | – | ﹤0.01% | 1429 |
|
|
2021
Q4 | $3K | Buy |
+198
| New | +$3K | ﹤0.01% | 1439 |
|