Marcum Wealth, LLC Ishares Barclays 1 3 Year Trea Transaction History

Marcum Wealth, LLC

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2023 Apr 19, 2023	SELL	$80.51 - $82.52 $236,860 - $242,773	-2,942 Reduced 51.6%	2,759 $226,000
Q4 2022 Jan 12, 2023	SELL	$80.6 - $81.52 $4,594 - $4,646	-57 Reduced 0.99%	5,701 $0
Q3 2022 Oct 11, 2022	BUY	$81.04 - $83.06 $466,628 - $478,259	5,758 New	5,758 $468,000
Q3 2020 Nov 09, 2020	SELL	$86.46 - $86.63 $271,570 - $272,104	-3,141 Closed	0 $0
Q2 2020 Aug 14, 2020	SELL	$86.48 - $86.8 $5,015 - $5,034	-58 Reduced 1.81%	3,141 $272,000
Q1 2020 May 14, 2020	BUY	$84.67 - $86.69 $28,872 - $29,561	341 Added 11.93%	3,199 $277,000
Q4 2019 Feb 13, 2020	BUY	$84.51 - $85.05 $241,529 - $243,072	2,858 New	2,858 $242,000

1,206

232M

362K

186K

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