Number of Shares
17,269
Previous 18,346 5.87%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 30, 2024

SELL
N/A
-1,077 Reduced 5.87%
17,269 $0
Q2 2024

Aug 14, 2024

SELL
N/A
-1,621 Reduced 8.12%
18,346 $0
Q1 2024

Apr 29, 2024

SELL
N/A
-269 Reduced 1.33%
19,967 $0
Q4 2023

Feb 01, 2024

SELL
N/A
-116 Reduced 0.57%
20,236 $0
Q3 2023

Oct 30, 2023

BUY
N/A
2,042 Added 11.15%
20,352 $0
Q2 2023

Jul 19, 2023

BUY
N/A
1,609 Added 9.63%
18,310 $0
Q1 2023

May 03, 2023

SELL
N/A
-143,249 Reduced 89.56%
16,701 $0
Q4 2022

Feb 06, 2023

BUY
N/A
159,950 New
159,950 $0
Track This Portfolio

Track Marks Group Wealth Management, Inc Portfolio

Follow Marks Group Wealth Management, Inc and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Marks Group Wealth Management, Inc, based on Form 13F filings with the SEC.

News

Stay updated on Marks Group Wealth Management, Inc with notifications on news.