MARSHALL FINANCIAL GROUP INC /ADV – Transaction History
MARSHALL FINANCIAL GROUP INC /ADV portfolio value:
$16.83M
portfolio value
MARSHALL FINANCIAL GROUP INC /ADV quarter portfolio value change:
-3.76%
quarter
13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Decrease | -1.59% | -4.88K shares | -941K | $55.81 | 301.72K |
| Q2 2022 | share | Decrease | -1.22% | -3.77K shares | -5.44M | $57.99 | 306.61K |
| Q1 2022 | share | Increase | +5.97% | 17.49K shares | -757K | $74.82 | 310.38K |
| Q4 2021 | share | Increase | +1.45% | 2.08K shares | 2.60M | $165.03 | 146.44K |
| Q3 2021 | share | Increase | +0.08% | 119 shares | 325K | $148.09 | 144.35K |
| Q2 2021 | share | Decrease | -3.74% | -5.60K shares | 1.60M | $145.82 | 144.23K |
| Q1 2021 | share | Decrease | -0.03% | -39 shares | 200K | $129.53 | 149.84K |
| Q4 2020 | share | Decrease | -4.22% | -6.60K shares | 1.22M | $128.03 | 149.88K |
| Q3 2020 | share | Decrease | -3.94% | -6.41K shares | 1.48M | $114.67 | 156.48K |
| Q2 2020 | share | Decrease | -1.16% | -1.91K shares | 3.41M | $100.94 | 162.89K |
| Q1 2020 | share | Decrease | -0.40% | -663 shares | -2.24M | $79.05 | 164.81K |
| Q4 2019 | share | Increase | +5.05% | 7.95K shares | 2.14M | $92.01 | 165.47K |
| Q3 2019 | share | Decrease | -2.17% | -3.49K shares | -165K | $83.02 | 157.52K |
| Q2 2019 | share | Increase | +3.03% | 4.73K shares | 985K | $82.02 | 161.01K |
| Q1 2019 | share | Increase | +2.78% | 4.23K shares | 1.93M | $78.11 | 156.28K |
| Q4 2018 | share | Increase | 0.00% | 152.05K shares | 10.48M | $67.65 | 152.05K |