MGWM
Marks Group Wealth Management’s Commault Systems CVLT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $337K | Sell |
1,931
-37
| -2% | -$6.45K | 0.03% | 258 |
|
|
2025
Q1 | $310K | Sell |
1,968
-37
| -2% | -$5.84K | 0.03% | 273 |
|
|
2024
Q4 | $303K | Sell |
2,005
-156
| -7% | -$23.5K | 0.03% | 256 |
|
|
2024
Q3 | $332K | Hold |
2,161
| – | – | 0.03% | 249 |
|
|
2024
Q2 | $263K | Hold |
2,161
| – | – | 0.03% | 272 |
|
|
2024
Q1 | $219K | Buy |
+2,161
| New | +$219K | 0.02% | 291 |
|