MGWM
Marks Group Wealth Management’s Revvity RVTY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-42,104
| Closed | -$5.9M | – | 288 |
|
|
2022
Q4 | $5.9M | Buy |
42,104
+547
| +1% | +$76.7K | 0.81% | 53 |
|
|
2022
Q3 | $5M | Buy |
41,557
+1,376
| +3% | +$166K | 0.76% | 56 |
|
|
2022
Q2 | $5.72M | Buy |
40,181
+2,014
| +5% | +$286K | 0.82% | 38 |
|
|
2022
Q1 | $6.66M | Buy |
38,167
+1,916
| +5% | +$334K | 0.84% | 37 |
|
|
2021
Q4 | $7.27M | Sell |
36,251
-2,904
| -7% | -$582K | 0.89% | 20 |
|
|
2021
Q3 | $6.79M | Sell |
39,155
-1,013
| -3% | -$176K | 0.92% | 20 |
|
|
2021
Q2 | $6.22M | Buy |
40,168
+1,600
| +4% | +$248K | 0.85% | 22 |
|
|
2021
Q1 | $4.95M | Sell |
38,568
-3,248
| -8% | -$417K | 0.73% | 63 |
|
|
2020
Q4 | $6M | Sell |
41,816
-1,027
| -2% | -$147K | 0.94% | 20 |
|
|
2020
Q3 | $5.38M | Sell |
42,843
-5,344
| -11% | -$671K | 0.97% | 13 |
|
|
2020
Q2 | $4.73M | Sell |
48,187
-604
| -1% | -$59.2K | 0.96% | 17 |
|
|
2020
Q1 | $3.67M | Buy |
48,791
+1,421
| +3% | +$107K | 0.95% | 36 |
|
|
2019
Q4 | $4.6M | Buy |
+47,370
| New | +$4.6M | 0.9% | 40 |
|