MGWM
Marks Group Wealth Management’s Gibraltar Industries ROCK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-91,377
| Closed | -$3.93M | – | 307 |
|
|
2022
Q1 | $3.93M | Buy |
91,377
+14,913
| +20% | +$641K | 0.49% | 80 |
|
|
2021
Q4 | $5.1M | Buy |
76,464
+4,335
| +6% | +$289K | 0.62% | 67 |
|
|
2021
Q3 | $5.02M | Buy |
72,129
+1,443
| +2% | +$100K | 0.68% | 66 |
|
|
2021
Q2 | $5.4M | Buy |
70,686
+7,546
| +12% | +$577K | 0.74% | 65 |
|
|
2021
Q1 | $5.79M | Buy |
+63,140
| New | +$5.79M | 0.86% | 33 |
|