MWM
CA

Marietta Wealth Management’s CA, Inc. CA Stock Holding History

Marietta Wealth Management’s Portfolio CA Stock Details CA Fund Activity
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Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q3 		– Sell
2018
Q2 		$615K Buy
2018
Q1 		$564K Buy
2017
Q4 		$547K Sell
2017
Q3 		$559K Sell
2017
Q2 		$622K Sell
2017
Q1 		$598K Sell
2016
Q4 		$617K Buy