IWA
IVC 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
Q4 | – | Sell |
-1,026
| Closed | -$255K | – | 162 |
|
|
2024
Q3 | $255K | Hold |
1,026
| – | – | 0.14% | 136 |
|
|
2024
Q2 | $248K | Buy |
1,026
+26
| +3% | +$6.29K | 0.14% | 140 |
|
|
2024
Q1 | $252K | Hold |
1,000
| – | – | 0.15% | 139 |
|
|
2023
Q4 | $226K | Buy |
+1,000
| New | +$226K | 0.14% | 140 |
|