Ownership history in True Wealth Design, LLC Β· 5 quarters on record
This page tracks every 13F SEC filing in which True Wealth Design, LLC reported a position in MARCUS CORP DEL (MCS). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β sourced directly from SEC EDGAR 13F filings.
π True Wealth Design, LLC underperformed the S&P 500 by β2.2% annually on this MCS position. Average cost basis: $20.77. Maximum drawdown during holding period: β26.9%.
β οΈ Trailed SPY by 2.2% ann. on this position.
4 quarters analyzed
Best entry: $14.68 (2024 Q3) Β· Worst: $21.01 (2024 Q4)
πͺ Held through 1 major drawdown (>20%). Strong conviction under pressure.
2 adds Β· 1 trim. Bought during 0 of 2 down-price quarters. π More buys than sells across the holding period.
βοΈ Portfolio weight has remained relatively stable β conviction maintained.
Currently 0.0% of portfolio
β Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ 4 (annualised). Not investment advice.
As of 2025 Q4 β sorted by position size