MGWM
Marks Group Wealth Management’s XP XP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-10,490
| Closed | -$269K | – | 307 |
|
|
2024
Q1 | $269K | Sell |
10,490
-589
| -5% | -$15.1K | 0.03% | 272 |
|
|
2023
Q4 | $289K | Sell |
11,079
-372
| -3% | -$9.7K | 0.03% | 265 |
|
|
2023
Q3 | $264K | Sell |
11,451
-57
| -0.5% | -$1.31K | 0.03% | 252 |
|
|
2023
Q2 | $270K | Buy |
11,508
+288
| +3% | +$6.76K | 0.03% | 257 |
|
|
2023
Q1 | $133K | Sell |
11,220
-31
| -0.3% | -$368 | 0.02% | 273 |
|
|
2022
Q4 | $173K | Sell |
11,251
-859
| -7% | -$13.2K | 0.02% | 272 |
|
|
2022
Q3 | $230K | Buy |
12,110
+412
| +4% | +$7.83K | 0.04% | 251 |
|
|
2022
Q2 | $210K | Buy |
11,698
+1,421
| +14% | +$25.5K | 0.03% | 277 |
|
|
2022
Q1 | $309K | Buy |
+10,277
| New | +$309K | 0.04% | 267 |
|