Number of Shares
2,714
Previous 2,828 4.03%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Oct 30, 2024

SELL
N/A
-114 Reduced 4.03%
2,714 $0
Q2 2024

Aug 14, 2024

SELL
N/A
-208 Reduced 6.85%
2,828 $0
Q1 2024

Apr 29, 2024

SELL
N/A
-104 Reduced 3.31%
3,036 $0
Q4 2023

Feb 01, 2024

SELL
N/A
-369 Reduced 10.52%
3,140 $0
Q3 2023

Oct 30, 2023

SELL
N/A
-20 Reduced 0.57%
3,509 $0
Q2 2023

Jul 19, 2023

SELL
N/A
-351 Reduced 9.05%
3,529 $0
Q1 2023

May 03, 2023

BUY
N/A
3,880 New
3,880 $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.