Lee Financial Group Hawaii’s Marriott International Class A Common Stock MAR Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2020
Q3 | – | Sell |
-11,310
| Closed | -$970K | – | 42 |
|
2020
Q2 | $970K | Sell |
11,310
-450
| -4% | -$38.6K | 0.83% | 24 |
|
2020
Q1 | $880K | Sell |
11,760
-11,942
| -50% | -$894K | 1.01% | 18 |
|
2019
Q4 | $3.59M | Sell |
23,702
-806
| -3% | -$122K | 2.83% | 13 |
|
2019
Q3 | $3.05M | Sell |
24,508
-440
| -2% | -$54.7K | 2.72% | 14 |
|
2019
Q2 | $3.5M | Sell |
24,948
-300
| -1% | -$42.1K | 2.99% | 16 |
|
2019
Q1 | $3.16M | Buy |
25,248
+947
| +4% | +$118K | 2.94% | 10 |
|
2018
Q4 | $2.64M | Buy |
24,301
+104
| +0.4% | +$11.3K | 2.83% | 11 |
|
2018
Q3 | $3.2M | Buy |
24,197
+540
| +2% | +$71.3K | 2.84% | 11 |
|
2018
Q2 | $3M | Buy |
23,657
+542
| +2% | +$68.6K | 2.77% | 12 |
|
2018
Q1 | $3.14M | Sell |
23,115
-1,163
| -5% | -$158K | 3.03% | 11 |
|
2017
Q4 | $3.3M | Buy |
+24,278
| New | +$3.3M | 3.06% | 10 |
|