SWMG
Signature Wealth Management 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
Q1 | – | Sell |
-4,666
| Closed | -$707K | – | 76 |
|
2019
Q4 | $707K | Sell |
4,666
-51
| -1% | -$7.73K | 0.45% | 61 |
|
2019
Q3 | $587K | Sell |
4,717
-17
| -0.4% | -$2.12K | 0.39% | 60 |
|
2019
Q2 | $672K | Buy |
4,734
+60
| +1% | +$8.52K | 0.45% | 53 |
|
2019
Q1 | $585K | Buy |
4,674
+145
| +3% | +$18.1K | 0.41% | 57 |
|
2018
Q4 | $492K | Buy |
4,529
+101
| +2% | +$11K | 0.38% | 60 |
|
2018
Q3 | $499K | Buy |
4,428
+1,021
| +30% | +$115K | 0.37% | 57 |
|
2018
Q2 | $431K | Buy |
3,407
+1,839
| +117% | +$233K | 0.32% | 58 |
|
2018
Q1 | $213K | Sell |
1,568
-1,397
| -47% | -$190K | 0.16% | 65 |
|
2017
Q4 | $402K | Buy |
+2,965
| New | +$402K | 0.29% | 53 |
|