Marcum Wealth, LLC Ishares Tr Ishares Core Msci E Transaction History

Marcum Wealth, LLC

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2022 Jul 14, 2022	SELL	$44.4 - $54.03 $525,696 - $639,715	-11,840 Closed	0 $0
Q1 2022 Apr 20, 2022	BUY	$47.29 - $58.81 $5,343 - $6,645	113 Added 0.96%	11,840 $632,000
Q4 2021 Feb 01, 2022	BUY	$55.82 - $59.86 $126,097 - $135,223	2,259 Added 23.86%	11,727 $682,000
Q3 2021 Nov 08, 2021	BUY	$55.75 - $60.04 $8,418 - $9,066	151 Added 1.62%	9,468 $531,000
Q2 2021 Aug 10, 2021	BUY	$54.85 - $59.82 $226,969 - $247,535	4,138 Added 79.9%	9,317 $534,000
Q1 2021 May 11, 2021	BUY	$50.79 - $54.42 $263,041 - $281,841	5,179 New	5,179 $280,000

323

52.5M

500

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