Marks Group Wealth Management, Inc Pimco Active Bond Exchange Tra Transaction History

Marks Group Wealth Management, Inc

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2023 Feb 01, 2024	BUY	$85.36 - $93.18 $6,487 - $7,081	76 Added 2.17%	3,583 $331,000
Q2 2023 Jul 19, 2023	SELL	$90.82 - $93.46 $19,980 - $20,561	-220 Reduced 5.9%	3,507 $321,000
Q1 2023 May 03, 2023	BUY	$90.4 - $94.23 $106,400 - $110,908	1,177 Added 46.16%	3,727 $345,000
Q4 2022 Feb 06, 2023	SELL	$87.0 - $92.92 $40,890 - $43,672	-470 Reduced 15.56%	2,550 $230,000
Q3 2022 Nov 10, 2022	SELL	$89.53 - $97.51 $155,603 - $169,472	-1,738 Reduced 36.53%	3,020 $271,000
Q1 2022 May 10, 2022	BUY	$100.7 - $108.94 $89,421 - $96,738	888 Added 22.95%	4,758 $484,000
Q4 2021 Mar 03, 2022	BUY	$108.95 - $110.71 $421,636 - $428,447	3,870 New	3,870 $423,000
Q4 2021 Feb 14, 2022	SELL	$108.95 - $110.71 $217,137 - $220,645	-1,993 Closed	0 $0
Q3 2021 Nov 15, 2021	BUY	$110.45 - $112.09 $18,003 - $18,270	163 Added 8.91%	1,993 $220,000
Q2 2021 Aug 10, 2021	SELL	$109.57 - $110.96 $14,353 - $14,535	-131 Reduced 6.68%	1,830 $204,000
Q1 2021 May 17, 2021	BUY	$109.13 - $113.04 $7,748 - $8,025	71 Added 3.76%	1,961 $214,000
Q4 2020 Feb 08, 2021	BUY	$111.26 - $113.14 $210,281 - $213,834	1,890 New	1,890 $214,000

529

51.3M

6.2K

3.2K

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