MGWM
Marks Group Wealth Management’s SPS Commerce SPSC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.61M | Hold |
11,830
| – | – | 0.15% | 137 |
|
|
2025
Q1 | $1.57M | Hold |
11,830
| – | – | 0.15% | 139 |
|
|
2024
Q4 | $2.18M | Sell |
11,830
-26
| -0.2% | -$4.78K | 0.21% | 114 |
|
|
2024
Q3 | $2.3M | Buy |
11,856
+26
| +0.2% | +$5.05K | 0.22% | 112 |
|
|
2024
Q2 | $2.23M | Hold |
11,830
| – | – | 0.23% | 111 |
|
|
2024
Q1 | $2.19M | Hold |
11,830
| – | – | 0.23% | 115 |
|
|
2023
Q4 | $2.29M | Hold |
11,830
| – | – | 0.26% | 109 |
|
|
2023
Q3 | $2.02M | Sell |
11,830
-1,000
| -8% | -$171K | 0.25% | 119 |
|
|
2023
Q2 | $2.46M | Hold |
12,830
| – | – | 0.29% | 105 |
|
|
2023
Q1 | $1.95M | Hold |
12,830
| – | – | 0.25% | 120 |
|
|
2022
Q4 | $1.65M | Hold |
12,830
| – | – | 0.23% | 126 |
|
|
2022
Q3 | $1.59M | Hold |
12,830
| – | – | 0.24% | 120 |
|
|
2022
Q2 | $1.45M | Hold |
12,830
| – | – | 0.21% | 130 |
|
|
2022
Q1 | $1.68M | Hold |
12,830
| – | – | 0.21% | 117 |
|
|
2021
Q4 | $1.83M | Hold |
12,830
| – | – | 0.22% | 121 |
|
|
2021
Q3 | $2.07M | Buy |
+12,830
| New | +$2.07M | 0.28% | 111 |
|