MGWM
Marks Group Wealth Management’s Credicorp BAP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-1,677
| Closed | -$303K | – | 287 |
|
|
2024
Q3 | $303K | Sell |
1,677
-91
| -5% | -$16.5K | 0.03% | 258 |
|
|
2024
Q2 | $285K | Sell |
1,768
-126
| -7% | -$20.3K | 0.03% | 257 |
|
|
2024
Q1 | $321K | Sell |
1,894
-106
| -5% | -$18K | 0.03% | 259 |
|
|
2023
Q4 | $300K | Sell |
2,000
-71
| -3% | -$10.6K | 0.03% | 263 |
|
|
2023
Q3 | $265K | Hold |
2,071
| – | – | 0.03% | 250 |
|
|
2023
Q2 | $306K | Buy |
+2,071
| New | +$306K | 0.04% | 248 |
|