MARKS GROUP WEALTH MANAGEMENT, INC – Morningstar, Inc. Transaction History
MARKS GROUP WEALTH MANAGEMENT, INC portfolio value:
$3.51M
portfolio value
MARKS GROUP WEALTH MANAGEMENT, INC quarter portfolio value change:
-12.20%
quarter
Morningstar, Inc. 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +2.13% | 344 shares | -404K | $212.32 | 16.53K |
| Q2 2022 | share | Decrease | -2.23% | -369 shares | -608K | $241.83 | 16.18K |
| Q1 2022 | share | Increase | +5.14% | 810 shares | -841K | $273.17 | 16.55K |
| Q4 2021 | share | Decrease | -1.64% | -262 shares | -34K | $341.9 | 15.74K |
| Q3 2021 | share | Decrease | -1.77% | -289 shares | -49K | $258.73 | 16.00K |
| Q2 2021 | share | Decrease | -1.54% | -255 shares | 468K | $256.5 | 16.29K |
| Q1 2021 | share | Increase | +0.38% | 63 shares | -88K | $224.2 | 16.55K |
| Q4 2020 | share | Increase | +2.61% | 419 shares | 1.23M | $230.71 | 16.48K |
| Q3 2020 | share | Increase | +4.55% | 700 shares | 403K | $159.53 | 16.06K |
| Q2 2020 | share | Increase | +63.48% | 5.96K shares | 1.07M | $139.74 | 15.36K |
| Q1 2020 | share | Increase | +7.07% | 621 shares | -229K | $114.93 | 9.40K |
| Q4 2019 | share | Increase | 0.00% | 8.78K shares | 1.32M | $149.3 | 8.78K |