Marcum Wealth, LLC Innovator U.S. Equity Power Bu Transaction History

Marcum Wealth, LLC

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2023 Jan 10, 2024	BUY	$33.24 - $36.16 $74,058 - $80,564	2,228 Added 23.18%	11,840 $427,000
Q4 2022 Jan 12, 2023	BUY	$28.48 - $30.65 $44,998 - $48,427	1,580 Added 19.67%	9,612 $0
Q3 2022 Oct 11, 2022	BUY	$28.19 - $29.67 $226,422 - $238,309	8,032 New	8,032 $230,000
Q1 2021 May 11, 2021	SELL	$27.5 - $28.5 $235,290 - $243,846	-8,556 Closed	0 $0
Q4 2020 Feb 09, 2021	BUY	$26.07 - $27.82 $223,054 - $238,027	8,556 New	8,556 $238,000
Q1 2020 May 14, 2020	SELL	$20.78 - $25.59 $203,020 - $250,014	-9,770 Closed	0 $0
Q4 2019 Feb 13, 2020	BUY	$24.52 - $25.47 $239,560 - $248,841	9,770 New	9,770 $246,000

183

12.1M

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