MGWM
Marks Group Wealth Management’s TransUnion TRU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-90,360
| Closed | -$5.38M | – | 293 |
|
|
2022
Q3 | $5.38M | Buy |
90,360
+8,533
| +10% | +$508K | 0.82% | 49 |
|
|
2022
Q2 | $6.55M | Buy |
81,827
+4,125
| +5% | +$330K | 0.94% | 17 |
|
|
2022
Q1 | $8.03M | Buy |
77,702
+7,519
| +11% | +$777K | 1.01% | 12 |
|
|
2021
Q4 | $8.3M | Buy |
70,183
+1,086
| +2% | +$128K | 1.01% | 15 |
|
|
2021
Q3 | $7.75M | Sell |
69,097
-445
| -0.6% | -$49.9K | 1.05% | 13 |
|
|
2021
Q2 | $7.66M | Buy |
69,542
+51,635
| +288% | +$5.69M | 1.05% | 13 |
|
|
2021
Q1 | $1.61M | Buy |
17,907
+785
| +5% | +$70.8K | 0.24% | 111 |
|
|
2020
Q4 | $1.7M | Buy |
17,122
+896
| +6% | +$88.9K | 0.26% | 114 |
|
|
2020
Q3 | $1.37M | Buy |
16,226
+405
| +3% | +$34.1K | 0.25% | 116 |
|
|
2020
Q2 | $1.38M | Buy |
+15,821
| New | +$1.38M | 0.28% | 112 |
|
|
2020
Q1 | – | Sell |
-2,881
| Closed | -$247K | – | 246 |
|
|
2019
Q4 | $247K | Buy |
+2,881
| New | +$247K | 0.05% | 219 |
|