PWAG
Polaris Wealth Advisory Group’s Marriott International Class A Common Stock MAR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | – | Sell |
-177,420
| Closed | -$17.2M | – | 197 |
|
|
2020
Q3 | $17.2M | Buy |
+177,420
| New | +$17.2M | 1.61% | 22 |
|
|
2019
Q2 | – | Sell |
-2,274
| Closed | -$290K | – | 162 |
|
|
2019
Q1 | $290K | Sell |
2,274
-50
| -2% | -$6.38K | 0.02% | 135 |
|
|
2018
Q4 | $252K | Hold |
2,324
| – | – | 0.02% | 128 |
|
|
2018
Q3 | $307K | Sell |
2,324
-215,871
| -99% | -$28.5M | 0.02% | 126 |
|
|
2018
Q2 | $29.7M | Sell |
218,195
-154
| -0.1% | -$20.9K | 2.51% | 7 |
|
|
2018
Q1 | $29.7M | Sell |
218,349
-1,731
| -0.8% | -$235K | 2.42% | 7 |
|
|
2017
Q4 | $29.9M | Buy |
220,080
+5,462
| +3% | +$741K | 2.45% | 8 |
|
|
2017
Q3 | $23.7M | Sell |
214,618
-2,046
| -0.9% | -$226K | 2.08% | 10 |
|
|
2017
Q2 | $21.7M | Sell |
216,664
-443
| -0.2% | -$44.4K | 2.47% | 11 |
|
|
2017
Q1 | $20.4M | Buy |
+217,107
| New | +$20.4M | 2.23% | 11 |
|
|
2015
Q3 | – | Sell |
-79,513
| Closed | -$5.92M | – | 81 |
|
|
2015
Q2 | $5.92M | Buy |
79,513
+10,202
| +15% | +$759K | 1.18% | 36 |
|
|
2015
Q1 | $5.57M | Buy |
69,311
+20,615
| +42% | +$1.66M | 1.01% | 25 |
|
|
2014
Q4 | $3.8M | Buy |
+48,696
| New | +$3.8M | 0.78% | 25 |
|