MARKS GROUP WEALTH MANAGEMENT, INC – U.S. Bancorp Transaction History
MARKS GROUP WEALTH MANAGEMENT, INC portfolio value:
$863,000
portfolio value
MARKS GROUP WEALTH MANAGEMENT, INC quarter portfolio value change:
-12.39%
quarter
U.S. Bancorp 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +0.30% | 63 shares | -119K | $40.32 | 21.39K |
| Q2 2022 | share | Increase | +0.88% | 186 shares | -142K | $46.02 | 21.33K |
| Q1 2022 | share | Decrease | -1.48% | -317 shares | -81K | $53.15 | 21.15K |
| Q4 2021 | share | Increase | +21.56% | 3.80K shares | -29K | $56.15 | 21.46K |
| Q3 2021 | share | Increase | +346.27% | 13.70K shares | 823K | $59.44 | 17.65K |
| Q2 2021 | share | Decrease | -2.54% | -103 shares | 1K | $56.54 | 3.95K |
| Q1 2021 | share | Increase | 0.00% | 4.06K shares | 225K | $54.49 | 4.06K |
| Q1 2020 | share | Decrease | -100.00% | -5.02K shares | -298K | $32.61 | 0 |
| Q4 2019 | share | Increase | 0.00% | 5.02K shares | 298K | $55.48 | 5.02K |