MGWM
Marks Group Wealth Management’s Advance Auto Parts AAP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-36,328
| Closed | -$4.42M | – | 277 |
|
|
2023
Q1 | $4.42M | Buy |
36,328
+2,518
| +7% | +$306K | 0.56% | 76 |
|
|
2022
Q4 | $4.97M | Buy |
33,810
+3,503
| +12% | +$515K | 0.68% | 68 |
|
|
2022
Q3 | $4.74M | Buy |
30,307
+1,632
| +6% | +$255K | 0.72% | 61 |
|
|
2022
Q2 | $4.96M | Buy |
28,675
+581
| +2% | +$101K | 0.72% | 67 |
|
|
2022
Q1 | $5.81M | Buy |
28,094
+12,882
| +85% | +$2.67M | 0.73% | 58 |
|
|
2021
Q4 | $3.65M | Buy |
+15,212
| New | +$3.65M | 0.44% | 82 |
|
|
2020
Q2 | – | Sell |
-38,671
| Closed | -$3.6M | – | 239 |
|
|
2020
Q1 | $3.6M | Buy |
38,671
+10,371
| +37% | +$965K | 0.93% | 55 |
|
|
2019
Q4 | $4.53M | Buy |
+28,300
| New | +$4.53M | 0.89% | 41 |
|