GWMIA
Global Wealth Management Investment Advisory’s Marriott Vacations Worldwide VAC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-67
| Closed | -$5.69K | – | 421 |
|
|
2023
Q4 | $5.69K | Hold |
67
| – | – | ﹤0.01% | 327 |
|
|
2023
Q3 | $6.74K | Hold |
67
| – | – | ﹤0.01% | 316 |
|
|
2023
Q2 | $8.22K | Buy |
+67
| New | +$8.22K | ﹤0.01% | 308 |
|
|
2022
Q3 | – | Sell |
-67
| Closed | -$8K | – | 459 |
|
|
2022
Q2 | $8K | Hold |
67
| – | – | ﹤0.01% | 305 |
|
|
2022
Q1 | $11K | Hold |
67
| – | – | ﹤0.01% | 312 |
|
|
2021
Q4 | $11K | Hold |
67
| – | – | ﹤0.01% | 307 |
|
|
2021
Q3 | $11K | Hold |
67
| – | – | ﹤0.01% | 309 |
|
|
2021
Q2 | $11K | Hold |
67
| – | – | ﹤0.01% | 288 |
|
|
2021
Q1 | $12K | Hold |
67
| – | – | ﹤0.01% | 296 |
|
|
2020
Q4 | $9K | Hold |
67
| – | – | ﹤0.01% | 296 |
|
|
2020
Q3 | $6K | Sell |
67
-117
| -64% | -$10.5K | ﹤0.01% | 320 |
|
|
2020
Q2 | $15K | Hold |
184
| – | – | 0.01% | 304 |
|
|
2020
Q1 | $10K | Hold |
184
| – | – | 0.01% | 339 |
|
|
2019
Q4 | $24K | Hold |
184
| – | – | 0.01% | 257 |
|
|
2019
Q3 | $19K | Hold |
184
| – | – | 0.01% | 255 |
|
|
2019
Q2 | $18K | Buy |
184
+67
| +57% | +$6.55K | 0.01% | 290 |
|
|
2019
Q1 | $11K | Hold |
117
| – | – | 0.01% | 376 |
|
|
2018
Q4 | $8K | Buy |
+117
| New | +$8K | ﹤0.01% | 430 |
|