Marcum Wealth, LLC Ishares S&P 500 Value ETF Transaction History

Marcum Wealth, LLC

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2022 Jul 14, 2022	SELL	$133.27 - $158.52 $1,199 - $1,426	-9 Reduced 0.46%	1,953 $268,000
Q4 2021 Feb 01, 2022	SELL	$145.8 - $156.8 $4,519 - $4,860	-31 Reduced 1.56%	1,962 $307,000
Q3 2021 Nov 08, 2021	SELL	$143.75 - $152.0 $60,806 - $64,296	-423 Reduced 17.51%	1,993 $290,000
Q2 2021 Aug 10, 2021	SELL	$142.18 - $151.25 $13,364 - $14,217	-94 Reduced 3.75%	2,416 $357,000
Q1 2021 May 11, 2021	BUY	$125.98 - $142.4 $316,209 - $357,424	2,510 New	2,510 $355,000

1,529

139M

91.7K

29.4K

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.