Wealthspire Advisors (Maryland)’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $262K | Buy |
+2,826
| New | +$262K | 0.01% | 371 |
|
|
2020
Q1 | – | Sell |
-5,110
| Closed | -$774K | – | 475 |
|
|
2019
Q4 | $774K | Buy |
+5,110
| New | +$774K | 0.05% | 211 |
|
|
2019
Q3 | – | Sell |
-1,481
| Closed | -$208K | – | 478 |
|
|
2019
Q2 | $208K | Sell |
1,481
-3,109
| -68% | -$437K | 0.02% | 431 |
|
|
2019
Q1 | $574K | Buy |
4,590
+3,149
| +219% | +$394K | 0.04% | 230 |
|
|
2018
Q4 | $156K | Sell |
1,441
-295
| -17% | -$31.9K | 0.01% | 462 |
|
|
2018
Q3 | $229K | Sell |
1,736
-121
| -7% | -$16K | 0.02% | 424 |
|
|
2018
Q2 | $235K | Buy |
1,857
+96
| +5% | +$12.1K | 0.02% | 414 |
|
|
2018
Q1 | $239K | Buy |
1,761
+22
| +1% | +$2.99K | 0.02% | 418 |
|
|
2017
Q4 | $236K | Sell |
1,739
-835
| -32% | -$113K | 0.02% | 430 |
|
|
2017
Q3 | $284K | Buy |
2,574
+14
| +0.5% | +$1.55K | 0.03% | 373 |
|
|
2017
Q2 | $257K | Sell |
2,560
-3,071
| -55% | -$308K | 0.03% | 378 |
|
|
2017
Q1 | $530K | Sell |
5,631
-598
| -10% | -$56.3K | 0.08% | 171 |
|
|
2016
Q4 | $515K | Sell |
6,229
-3
| -0% | -$248 | 0.08% | 173 |
|
|
2016
Q3 | $420K | Buy |
6,232
+869
| +16% | +$58.6K | 0.07% | 201 |
|
|
2016
Q2 | $356K | Buy |
5,363
+660
| +14% | +$43.8K | 0.06% | 219 |
|
|
2016
Q1 | $335K | Sell |
4,703
-521
| -10% | -$37.1K | 0.06% | 228 |
|
|
2015
Q4 | $350K | Buy |
+5,224
| New | +$350K | 0.07% | 220 |
|