MGWM
Marks Group Wealth Management’s Interactive Brokers IBKR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-56,866
| Closed | -$3.13M | – | 288 |
|
|
2022
Q2 | $3.13M | Buy |
56,866
+2,423
| +4% | +$133K | 0.45% | 78 |
|
|
2022
Q1 | $3.59M | Buy |
54,443
+5,294
| +11% | +$349K | 0.45% | 83 |
|
|
2021
Q4 | $3.9M | Buy |
49,149
+1,572
| +3% | +$125K | 0.48% | 78 |
|
|
2021
Q3 | $2.96M | Buy |
47,577
+2,200
| +5% | +$137K | 0.4% | 90 |
|
|
2021
Q2 | $2.98M | Buy |
45,377
+1,600
| +4% | +$105K | 0.41% | 101 |
|
|
2021
Q1 | $3.2M | Sell |
43,777
-16,432
| -27% | -$1.2M | 0.47% | 93 |
|
|
2020
Q4 | $3.67M | Buy |
60,209
+4,951
| +9% | +$302K | 0.57% | 80 |
|
|
2020
Q3 | $2.67M | Buy |
55,258
+292
| +0.5% | +$14.1K | 0.48% | 91 |
|
|
2020
Q2 | $2.31M | Buy |
54,966
+3,455
| +7% | +$145K | 0.47% | 94 |
|
|
2020
Q1 | $2.23M | Buy |
51,511
+4,813
| +10% | +$208K | 0.58% | 79 |
|
|
2019
Q4 | $2.18M | Buy |
+46,698
| New | +$2.18M | 0.43% | 97 |
|