MARKS GROUP WEALTH MANAGEMENT, INC – Transaction History
MARKS GROUP WEALTH MANAGEMENT, INC portfolio value:
1.30M
portfolio value
MARKS GROUP WEALTH MANAGEMENT, INC quarter portfolio value change:
-6.24%
quarter
13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Decrease | -6.03% | -311 shares | -176K | 4.84K | |
| Q2 2022 | share | Decrease | -1.60% | -84 shares | -190K | 5.15K | |
| Q1 2022 | share | Increase | +28.91% | 1.17K shares | 284K | 5.24K | |
| Q4 2021 | share | Increase | +86.81% | 1.88K shares | 755K | 4.06K | |
| Q3 2021 | share | Increase | +151.56% | 1.31K shares | 384K | 2.17K | |
| Q2 2021 | share | Increase | +10.76% | 84 shares | 29K | 865 | |
| Q1 2021 | share | Increase | 0.00% | 781 shares | 221K | 781 | |
| Q4 2020 | share | Decrease | -100.00% | -929 shares | -221K | 0 | |
| Q3 2020 | share | Increase | 0.00% | 929 shares | 221K | 929 |