Ropes Wealth Advisors’s Marriott International Class A Common Stock MAR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-175
| Closed | -$23K | – | 561 |
|
|
2020
Q4 | $23K | Hold |
175
| – | – | ﹤0.01% | 470 |
|
|
2020
Q3 | $16K | Sell |
175
-20
| -10% | -$1.83K | ﹤0.01% | 472 |
|
|
2020
Q2 | $17K | Sell |
195
-205
| -51% | -$17.9K | ﹤0.01% | 404 |
|
|
2020
Q1 | $30K | Sell |
400
-639
| -62% | -$47.9K | 0.01% | 331 |
|
|
2019
Q4 | $157K | Sell |
1,039
-25
| -2% | -$3.78K | 0.03% | 229 |
|
|
2019
Q3 | $132K | Hold |
1,064
| – | – | 0.03% | 257 |
|
|
2019
Q2 | $149K | Hold |
1,064
| – | – | 0.03% | 248 |
|
|
2019
Q1 | $133K | Sell |
1,064
-612
| -37% | -$76.5K | 0.04% | 252 |
|
|
2018
Q4 | $182K | Buy |
1,676
+838
| +100% | +$91K | 0.05% | 214 |
|
|
2018
Q3 | $111K | Sell |
838
-880
| -51% | -$117K | 0.03% | 270 |
|
|
2018
Q2 | $217K | Hold |
1,718
| – | – | 0.06% | 217 |
|
|
2018
Q1 | $234K | Hold |
1,718
| – | – | 0.06% | 208 |
|
|
2017
Q4 | $233K | Sell |
1,718
-755
| -31% | -$102K | 0.06% | 206 |
|
|
2017
Q3 | $273K | Sell |
2,473
-1,186
| -32% | -$131K | 0.07% | 187 |
|
|
2017
Q2 | $367K | Buy |
3,659
+177
| +5% | +$17.8K | 0.1% | 162 |
|
|
2017
Q1 | $328K | Buy |
3,482
+1,401
| +67% | +$132K | 0.09% | 178 |
|
|
2016
Q4 | $172K | Buy |
2,081
+1,510
| +264% | +$125K | 0.05% | 217 |
|
|
2016
Q3 | $38K | Hold |
571
| – | – | 0.01% | 302 |
|
|
2016
Q2 | $38K | Buy |
571
+241
| +73% | +$16K | 0.01% | 288 |
|
|
2016
Q1 | $23K | Buy |
330
+255
| +340% | +$17.8K | 0.01% | 271 |
|
|
2015
Q4 | $5K | Hold |
75
| – | – | ﹤0.01% | 364 |
|
|
2015
Q3 | $5K | Buy |
+75
| New | +$5K | ﹤0.01% | 363 |
|