WFG 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 | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | $10K | Hold |
96
| – | – | ﹤0.01% | 1142 |
|
|
2017
Q1 | $9K | Hold |
96
| – | – | ﹤0.01% | 1109 |
|
|
2016
Q4 | $8K | Sell |
96
-750
| -89% | -$62.5K | ﹤0.01% | 1166 |
|
|
2016
Q3 | $57K | Buy |
846
+141
| +20% | +$9.5K | 0.01% | 673 |
|
|
2016
Q2 | $47K | Buy |
705
+103
| +17% | +$6.87K | 0.01% | 700 |
|
|
2016
Q1 | $43K | Buy |
602
+202
| +51% | +$14.4K | 0.01% | 702 |
|
|
2015
Q4 | $27K | Buy |
+400
| New | +$27K | 0.01% | 821 |
|
|
2015
Q2 | – | Sell |
-700
| Closed | -$56K | – | 1738 |
|
|
2015
Q1 | $56K | Sell |
700
-400
| -36% | -$32K | 0.02% | 696 |
|
|
2014
Q4 | $86K | Sell |
1,100
-29
| -3% | -$2.27K | 0.02% | 680 |
|
|
2014
Q3 | $79K | Hold |
1,129
| – | – | 0.02% | 741 |
|
|
2014
Q2 | $72K | Hold |
1,129
| – | – | 0.01% | 774 |
|
|
2014
Q1 | $63K | Buy |
1,129
+729
| +182% | +$40.7K | 0.01% | 811 |
|
|
2013
Q4 | $20K | Hold |
400
| – | – | ﹤0.01% | 1346 |
|
|
2013
Q3 | $17K | Hold |
400
| – | – | ﹤0.01% | 1336 |
|
|
2013
Q2 | $16K | Buy |
+400
| New | +$16K | ﹤0.01% | 1293 |
|