MARKS GROUP WEALTH MANAGEMENT, INC – MSCI Inc. Transaction History
MARKS GROUP WEALTH MANAGEMENT, INC portfolio value:
$7.30M
portfolio value
MARKS GROUP WEALTH MANAGEMENT, INC quarter portfolio value change:
+2.34%
quarter
MSCI Inc. 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +2.70% | 455 shares | 355K | $421.79 | 17.32K |
| Q2 2022 | share | Increase | +5.12% | 821 shares | -1.11M | $412.15 | 16.87K |
| Q1 2022 | share | Increase | +10.47% | 1.52K shares | -848K | $502.88 | 16.04K |
| Q4 2021 | share | Increase | +2.16% | 307 shares | -1.79M | $612.54 | 14.52K |
| Q3 2021 | share | Decrease | -15.71% | -2.65K shares | -354K | $607.36 | 14.22K |
| Q2 2021 | share | Increase | +0.05% | 9 shares | 1.93M | $531.33 | 16.87K |
| Q1 2021 | share | Increase | +4.36% | 704 shares | -149K | $417.2 | 16.86K |
| Q4 2020 | share | Increase | +6.18% | 941 shares | 1.78M | $443.53 | 16.15K |
| Q3 2020 | share | Increase | +3.98% | 583 shares | 549K | $353.67 | 15.21K |
| Q2 2020 | share | Decrease | -19.92% | -3.64K shares | -405K | $330.2 | 14.63K |
| Q1 2020 | share | Decrease | -2.49% | -466 shares | 447K | $285.26 | 18.27K |
| Q4 2019 | share | Increase | 0.00% | 18.74K shares | 4.83M | $254.33 | 18.74K |