MGWM
Marks Group Wealth Management’s Strategic Trust Running Oak Efficient Growth ETF RUNN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $385K | Sell |
11,385
-17,195
| -60% | -$582K | 0.04% | 248 |
|
|
2025
Q1 | $927K | Buy |
28,580
+17,955
| +169% | +$582K | 0.09% | 187 |
|
|
2024
Q4 | $348K | Buy |
10,625
+2,767
| +35% | +$90.7K | 0.03% | 243 |
|
|
2024
Q3 | $263K | Buy |
7,858
+800
| +11% | +$26.7K | 0.03% | 269 |
|
|
2024
Q2 | $215K | Sell |
7,058
-482
| -6% | -$14.7K | 0.02% | 283 |
|
|
2024
Q1 | $235K | Sell |
7,540
-205,003
| -96% | -$6.39M | 0.02% | 285 |
|
|
2023
Q4 | $5.97M | Buy |
212,543
+5,134
| +2% | +$144K | 0.68% | 70 |
|
|
2023
Q3 | $5.28M | Buy |
+207,409
| New | +$5.28M | 0.65% | 73 |
|