Marcum Wealth, LLC Msci Eafe Growth ETF Transaction History

Marcum Wealth, LLC

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2023 Jan 10, 2024	BUY	$82.53 - $96.98 $223,573 - $262,718	2,709 New	2,709 $262,000
Q1 2022 Apr 20, 2022	SELL	$87.3 - $110.53 $654,138 - $828,201	-7,493 Closed	0 $0
Q4 2021 Feb 01, 2022	SELL	$105.06 - $113.44 $54,105 - $58,421	-515 Reduced 6.43%	7,493 $826,000
Q3 2021 Nov 08, 2021	BUY	$105.79 - $113.94 $44,643 - $48,082	422 Added 5.56%	8,008 $853,000
Q2 2021 Aug 10, 2021	SELL	$102.07 - $109.39 $1,428 - $1,531	-14 Reduced 0.18%	7,586 $814,000
Q1 2021 May 11, 2021	BUY	$97.17 - $105.39 $738,492 - $800,964	7,600 New	7,600 $763,000

983

137M

100

Get notified when there are updates to the investment portfolio of Marcum Wealth, LLC, based on Form 13F filings with the SEC.

Stay updated on Marcum Wealth, LLC with notifications on news.