Marks Group Wealth Management’s SBA Communications SBAC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-1,013
| Closed | -$244K | – | 299 |
|
|
2024
Q3 | $244K | Sell |
1,013
-68
| -6% | -$16.4K | 0.02% | 277 |
|
|
2024
Q2 | $212K | Sell |
1,081
-141
| -12% | -$27.7K | 0.02% | 284 |
|
|
2024
Q1 | $265K | Sell |
1,222
-52
| -4% | -$11.3K | 0.03% | 274 |
|
|
2023
Q4 | $323K | Buy |
1,274
+54
| +4% | +$13.7K | 0.04% | 248 |
|
|
2023
Q3 | $244K | Buy |
1,220
+7
| +0.6% | +$1.4K | 0.03% | 260 |
|
|
2023
Q2 | $281K | Sell |
1,213
-7
| -0.6% | -$1.62K | 0.03% | 255 |
|
|
2023
Q1 | $319K | Buy |
1,220
+27
| +2% | +$7.05K | 0.04% | 246 |
|
|
2022
Q4 | $334K | Buy |
1,193
+17
| +1% | +$4.77K | 0.05% | 238 |
|
|
2022
Q3 | $335K | Hold |
1,176
| – | – | 0.05% | 229 |
|
|
2022
Q2 | $376K | Hold |
1,176
| – | – | 0.05% | 227 |
|
|
2022
Q1 | $405K | Buy |
1,176
+33
| +3% | +$11.4K | 0.05% | 251 |
|
|
2021
Q4 | $445K | Sell |
1,143
-78
| -6% | -$30.4K | 0.05% | 245 |
|
|
2021
Q3 | $404K | Sell |
1,221
-161
| -12% | -$53.3K | 0.05% | 221 |
|
|
2021
Q2 | $441K | Sell |
1,382
-11
| -0.8% | -$3.51K | 0.06% | 191 |
|
|
2021
Q1 | $386K | Buy |
1,393
+103
| +8% | +$28.5K | 0.06% | 191 |
|
|
2020
Q4 | $364K | Sell |
1,290
-23
| -2% | -$6.49K | 0.06% | 193 |
|
|
2020
Q3 | $418K | Sell |
1,313
-60
| -4% | -$19.1K | 0.08% | 179 |
|
|
2020
Q2 | $409K | Sell |
1,373
-523
| -28% | -$156K | 0.08% | 170 |
|
|
2020
Q1 | $512K | Sell |
1,896
-99
| -5% | -$26.7K | 0.13% | 146 |
|
|
2019
Q4 | $481K | Buy |
+1,995
| New | +$481K | 0.09% | 179 |
|