Marshall Financial Group (Maryland)’s Nasdaq NDAQ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-17,133
| Closed | -$1.08M | – | 183 |
|
|
2024
Q1 | $1.08M | Buy |
17,133
+1,395
| +9% | +$88K | 0.31% | 87 |
|
|
2023
Q4 | $915K | Buy |
15,738
+828
| +6% | +$48.1K | 0.3% | 90 |
|
|
2023
Q3 | $724K | Buy |
14,910
+17
| +0.1% | +$826 | 0.26% | 98 |
|
|
2023
Q2 | $742K | Buy |
14,893
+586
| +4% | +$29.2K | 0.25% | 104 |
|
|
2023
Q1 | $782K | Sell |
14,307
-1,470
| -9% | -$80.4K | 0.28% | 95 |
|
|
2022
Q4 | $968K | Buy |
15,777
+826
| +6% | +$50.7K | 0.38% | 95 |
|
|
2022
Q3 | $847K | Sell |
14,951
-43
| -0.3% | -$2.44K | 0.36% | 87 |
|
|
2022
Q2 | $762K | Buy |
+14,994
| New | +$762K | 0.3% | 111 |
|