YWP
YorkBridge Wealth Partners’s Marcus Corp MCS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-196
| Closed | -$6K | – | 465 |
|
|
2019
Q2 | $6K | Sell |
196
-105
| -35% | -$3.21K | ﹤0.01% | 644 |
|
|
2019
Q1 | $12K | Sell |
301
-266
| -47% | -$10.6K | 0.01% | 554 |
|
|
2018
Q4 | $22K | Sell |
567
-178
| -24% | -$6.91K | 0.01% | 442 |
|
|
2018
Q3 | $31K | Buy |
745
+7
| +0.9% | +$291 | 0.01% | 419 |
|
|
2018
Q2 | $24K | Buy |
738
+24
| +3% | +$780 | 0.01% | 490 |
|
|
2018
Q1 | $22K | Buy |
714
+10
| +1% | +$308 | 0.01% | 498 |
|
|
2017
Q4 | $18K | Buy |
704
+161
| +30% | +$4.12K | 0.01% | 547 |
|
|
2017
Q3 | $15K | Buy |
543
+8
| +1% | +$221 | 0.01% | 589 |
|
|
2017
Q2 | $16K | Buy |
+535
| New | +$16K | 0.01% | 564 |
|