MGWM
Marks Group Wealth Management’s ICICI Bank IBN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-13,050
| Closed | -$376K | – | 301 |
|
|
2024
Q2 | $376K | Sell |
13,050
-821
| -6% | -$23.7K | 0.04% | 239 |
|
|
2024
Q1 | $366K | Sell |
13,871
-841
| -6% | -$22.2K | 0.04% | 243 |
|
|
2023
Q4 | $351K | Sell |
14,712
-534
| -4% | -$12.7K | 0.04% | 240 |
|
|
2023
Q3 | $352K | Sell |
15,246
-4
| -0% | -$92 | 0.04% | 231 |
|
|
2023
Q2 | $352K | Sell |
15,250
-32
| -0.2% | -$739 | 0.04% | 233 |
|
|
2023
Q1 | $330K | Sell |
15,282
-15,234
| -50% | -$329K | 0.04% | 242 |
|
|
2022
Q4 | $668K | Sell |
30,516
-1,643
| -5% | -$36K | 0.09% | 184 |
|
|
2022
Q3 | $674K | Buy |
32,159
+1,304
| +4% | +$27.3K | 0.1% | 182 |
|
|
2022
Q2 | $548K | Buy |
30,855
+3,663
| +13% | +$65.1K | 0.08% | 204 |
|
|
2022
Q1 | $515K | Buy |
27,192
+741
| +3% | +$14K | 0.06% | 227 |
|
|
2021
Q4 | $523K | Buy |
26,451
+3,618
| +16% | +$71.5K | 0.06% | 232 |
|
|
2021
Q3 | $432K | Buy |
22,833
+4,849
| +27% | +$91.7K | 0.06% | 212 |
|
|
2021
Q2 | $308K | Buy |
17,984
+687
| +4% | +$11.8K | 0.04% | 217 |
|
|
2021
Q1 | $277K | Buy |
17,297
+683
| +4% | +$10.9K | 0.04% | 215 |
|
|
2020
Q4 | $247K | Hold |
16,614
| – | – | 0.04% | 227 |
|
|
2020
Q3 | $163K | Hold |
16,614
| – | – | 0.03% | 231 |
|
|
2020
Q2 | $154K | Hold |
16,614
| – | – | 0.03% | 225 |
|
|
2020
Q1 | $142K | Hold |
16,614
| – | – | 0.04% | 211 |
|
|
2019
Q4 | $251K | Buy |
+16,614
| New | +$251K | 0.05% | 217 |
|