Marcum Wealth, LLC Ishares Tr Msci Eafe Small Cap Transaction History

Marcum Wealth, LLC

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2021 Feb 01, 2022	BUY	$70.21 - $77.4 $8,916 - $9,829	127 Added 1.96%	6,612 $483,000
Q3 2021 Nov 08, 2021	BUY	$72.22 - $79.08 $7,222 - $7,908	100 Added 1.57%	6,485 $483,000
Q2 2021 Aug 10, 2021	BUY	$72.9 - $77.14 $4,374 - $4,628	60 Added 0.95%	6,385 $474,000
Q4 2020 Feb 09, 2021	BUY	$56.79 - $68.74 $2,555 - $3,093	45 Added 0.72%	6,325 $432,000
Q3 2020 Nov 09, 2020	SELL	$53.91 - $60.23 $278,337 - $310,967	-5,163 Reduced 45.12%	6,280 $370,000
Q2 2020 Aug 14, 2020	BUY	$42.06 - $57.2 $481,292 - $654,539	11,443 New	11,443 $614,000

747

95.7M

13.7K

6.6K

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.