YorkBridge Wealth Partners’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 | |
---|---|---|---|---|---|---|---|---|
2019
Q3 | – | Sell |
-806
| Closed | -$113K | – | 461 |
|
2019
Q2 | $113K | Hold |
806
| – | – | 0.05% | 266 |
|
2019
Q1 | $101K | Sell |
806
-80
| -9% | -$10K | 0.05% | 273 |
|
2018
Q4 | $96K | Hold |
886
| – | – | 0.05% | 251 |
|
2018
Q3 | $114K | Buy |
886
+80
| +10% | +$10.3K | 0.05% | 263 |
|
2018
Q2 | $102K | Hold |
806
| – | – | 0.04% | 288 |
|
2018
Q1 | $107K | Hold |
806
| – | – | 0.05% | 285 |
|
2017
Q4 | $110K | Hold |
806
| – | – | 0.05% | 274 |
|
2017
Q3 | $89K | Sell |
806
-80
| -9% | -$8.83K | 0.05% | 307 |
|
2017
Q2 | $89K | Buy |
886
+403
| +83% | +$40.5K | 0.05% | 298 |
|
2017
Q1 | $47K | Sell |
483
-800
| -62% | -$77.8K | 0.02% | 380 |
|
2016
Q4 | $101K | Buy |
+1,283
| New | +$101K | 0.06% | 239 |
|