Marcum Wealth, LLC Schwab Strategic Tr Us Broad M Transaction History

Marcum Wealth, LLC

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2023 Jul 13, 2023	BUY	$47.08 - $51.7 $187,472 - $205,869	3,982 New	3,982 $205,000
Q2 2022 Jul 14, 2022	SELL	$42.93 - $53.98 $189,664 - $238,483	-4,418 Closed	0 $0
Q1 2022 Apr 20, 2022	BUY	$49.15 - $56.85 $108,572 - $125,581	2,209 Added 100.0%	4,418 $236,000
Q4 2021 Feb 01, 2022	BUY	$51.87 - $56.86 $114,580 - $125,603	2,209 New	2,209 $250,000

1,161

168M

197K

19.4K

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