MARKS GROUP WEALTH MANAGEMENT, INC – Brookfield Asset Management Ltd. Transaction History
MARKS GROUP WEALTH MANAGEMENT, INC portfolio value:
$5.23M
portfolio value
MARKS GROUP WEALTH MANAGEMENT, INC quarter portfolio value change:
-8.05%
quarter
Brookfield Asset Management Ltd. 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +10.98% | 12.66K shares | 105K | $40.89 | 128.03K |
| Q2 2022 | share | Increase | +2.34% | 2.63K shares | -1.24M | $44.47 | 115.36K |
| Q1 2022 | share | Increase | +4.95% | 5.31K shares | -105K | $56.57 | 112.72K |
| Q4 2021 | share | Decrease | -0.23% | -245 shares | -626K | $60.53 | 107.40K |
| Q3 2021 | share | Increase | +0.90% | 961 shares | 331K | $53.39 | 107.65K |
| Q2 2021 | share | Increase | +0.03% | 35 shares | 696K | $50.75 | 106.69K |
| Q1 2021 | share | Decrease | -26.98% | -39.41K shares | -1.29M | $44.04 | 106.65K |
| Q4 2020 | share | Increase | +6.39% | 8.77K shares | 1.48M | $40.72 | 146.06K |
| Q3 2020 | share | Increase | +34.80% | 35.44K shares | 1.18M | $32.53 | 137.29K |
| Q2 2020 | share | Increase | +2.93% | 2.90K shares | 422K | $32.11 | 101.85K |
| Q1 2020 | share | Increase | +26.59% | 20.78K shares | -84K | $28.68 | 98.95K |
| Q4 2019 | share | Increase | 0.00% | 78.16K shares | 3.01M | $37.36 | 78.16K |