MARKS GROUP WEALTH MANAGEMENT, INC – FactSet Research Systems Inc. Transaction History
MARKS GROUP WEALTH MANAGEMENT, INC portfolio value:
$4.01M
portfolio value
MARKS GROUP WEALTH MANAGEMENT, INC quarter portfolio value change:
+4.04%
quarter
FactSet Research Systems Inc. 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +1.23% | 122 shares | 203K | $400.11 | 10.04K |
| Q2 2022 | share | Increase | +1.54% | 150 shares | -427K | $384.57 | 9.92K |
| Q1 2022 | share | Increase | +7.84% | 710 shares | -120K | $434.15 | 9.77K |
| Q4 2021 | share | Increase | +1.32% | 118 shares | -223K | $484.74 | 9.06K |
| Q3 2021 | share | Increase | +1.91% | 168 shares | 601K | $394.09 | 8.94K |
| Q2 2021 | share | Increase | +3.38% | 287 shares | 315K | $334.3 | 8.77K |
| Q1 2021 | share | Increase | +7.88% | 620 shares | 11K | $306.63 | 8.48K |
| Q4 2020 | share | Increase | +7.94% | 579 shares | 175K | $329.53 | 7.86K |
| Q3 2020 | share | Increase | +5.07% | 352 shares | 135K | $331.1 | 7.28K |
| Q2 2020 | share | Decrease | -36.14% | -3.92K shares | -520K | $324.05 | 6.93K |
| Q1 2020 | share | Increase | +5.01% | 518 shares | 51K | $256.52 | 10.86K |
| Q4 2019 | share | Increase | 0.00% | 10.34K shares | 2.77M | $263.34 | 10.34K |