MARSHALL FINANCIAL GROUP INC /ADV – Transaction History
MARSHALL FINANCIAL GROUP INC /ADV portfolio value:
$8.64M
portfolio value
MARSHALL FINANCIAL GROUP INC /ADV quarter portfolio value change:
-10.56%
quarter
13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Decrease | -4.91% | -15.84K shares | -1.51M | $28.13 | 307.16K |
| Q2 2022 | share | Increase | +1.93% | 6.11K shares | -1.47M | $31.45 | 323.00K |
| Q1 2022 | share | Decrease | -1.88% | -6.07K shares | -918K | $36.72 | 316.89K |
| Q4 2021 | share | Decrease | -1.09% | -3.54K shares | -82K | $38.93 | 322.96K |
| Q3 2021 | share | Increase | +1.28% | 4.13K shares | -82K | $38.7 | 326.51K |
| Q2 2021 | share | Increase | +2.75% | 8.62K shares | 914K | $39.45 | 322.38K |
| Q1 2021 | share | Decrease | -0.27% | -856 shares | 475K | $37.3 | 313.76K |
| Q4 2020 | share | Increase | +2.16% | 6.66K shares | 1.65M | $35.7 | 314.61K |
| Q3 2020 | share | Increase | +1.67% | 5.06K shares | 659K | $30.69 | 307.95K |
| Q2 2020 | share | Decrease | -8.89% | -29.54K shares | 421K | $29.08 | 302.89K |
| Q1 2020 | share | Increase | +13.47% | 39.45K shares | -1.26M | $25.05 | 332.43K |
| Q4 2019 | share | Increase | +4.55% | 12.74K shares | 925K | $32.61 | 292.98K |
| Q3 2019 | share | Decrease | -1.22% | -3.45K shares | -176K | $30.22 | 280.24K |
| Q2 2019 | share | Decrease | -0.24% | -695 shares | 200K | $30.44 | 283.69K |
| Q1 2019 | share | Increase | +2.69% | 7.45K shares | 1.05M | $29.46 | 284.38K |
| Q4 2018 | share | Increase | 0.00% | 276.93K shares | 7.85M | $26.67 | 276.93K |