TRUE Private 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
Q3 | – | Sell |
-4,223
| Closed | -$576K | – | 253 |
|
2021
Q2 | $576K | Hold |
4,223
| – | – | 0.09% | 130 |
|
2021
Q1 | $625K | Hold |
4,223
| – | – | 0.1% | 119 |
|
2020
Q4 | $557K | Buy |
4,223
+10
| +0.2% | +$1.32K | 0.09% | 117 |
|
2020
Q3 | $390K | Hold |
4,213
| – | – | 0.07% | 136 |
|
2020
Q2 | $361K | Sell |
4,213
-3,787
| -47% | -$324K | 0.07% | 132 |
|
2020
Q1 | $598K | Sell |
8,000
-23
| -0.3% | -$1.72K | 0.13% | 90 |
|
2019
Q4 | $1.21M | Hold |
8,023
| – | – | 0.19% | 75 |
|
2019
Q3 | $997K | Hold |
8,023
| – | – | 0.17% | 79 |
|
2019
Q2 | $1.13M | Buy |
8,023
+23
| +0.3% | +$3.23K | 0.19% | 72 |
|
2019
Q1 | $1M | Hold |
8,000
| – | – | 0.19% | 80 |
|
2018
Q4 | $868K | Sell |
8,000
-11
| -0.1% | -$1.19K | 0.15% | 97 |
|
2018
Q3 | $1.06M | Buy |
8,011
+900
| +13% | +$119K | 0.15% | 97 |
|
2018
Q2 | $900K | Sell |
7,111
-5
| -0.1% | -$633 | 0.14% | 100 |
|
2018
Q1 | $967K | Sell |
7,116
-3
| -0% | -$408 | 0.17% | 88 |
|
2017
Q4 | $966K | Buy |
7,119
+4
| +0.1% | +$543 | 0.17% | 80 |
|
2017
Q3 | $784K | Hold |
7,115
| – | – | 0.18% | 69 |
|
2017
Q2 | $713K | Buy |
7,115
+6
| +0.1% | +$601 | 0.17% | 72 |
|
2017
Q1 | $648K | Sell |
7,109
-15
| -0.2% | -$1.37K | 0.15% | 72 |
|
2016
Q4 | $602K | Buy |
7,124
+15
| +0.2% | +$1.27K | 0.15% | 73 |
|
2016
Q3 | $478K | Buy |
7,109
+54
| +0.8% | +$3.63K | 0.15% | 74 |
|
2016
Q2 | $468K | Hold |
7,055
| – | – | 0.16% | 72 |
|
2016
Q1 | $502K | Buy |
7,055
+20
| +0.3% | +$1.42K | 0.2% | 64 |
|
2015
Q4 | $472K | Buy |
+7,035
| New | +$472K | 0.21% | 60 |
|