Number of Shares
12,000
Previous 14,000 14.29%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 08, 2024

SELL
N/A
-2,000 Reduced 14.29%
12,000 $0
Q2 2024

Jul 02, 2024

BUY
N/A
14,000 New
14,000 $0
Q4 2023

Jan 10, 2024

SELL
N/A
-2,000 Reduced 11.76%
15,000 $0
Q3 2023

Oct 10, 2023

BUY
N/A
5,000 Added 41.67%
17,000 $0
Q2 2023

Jul 13, 2023

SELL
N/A
-5,000 Reduced 29.41%
12,000 $0
Q1 2023

Apr 19, 2023

SELL
N/A
-8,000 Reduced 32.0%
17,000 $0
Q4 2022

Jan 12, 2023

BUY
N/A
2,000 Added 8.7%
25,000 $0
Q3 2022

Oct 11, 2022

SELL
N/A
-6,000 Reduced 20.69%
23,000 $29,000
Q4 2021

Feb 01, 2022

SELL
N/A
-6,000 Reduced 17.14%
29,000 $32,000
Q3 2021

Nov 08, 2021

BUY
N/A
13,000 Added 59.09%
35,000 $40,000
Q1 2021

May 11, 2021

BUY
N/A
22,000 New
22,000 $21,000
Track This Portfolio

Track Marcum Wealth, LLC Portfolio

Follow Marcum Wealth, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Marcum Wealth, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Marcum Wealth, LLC with notifications on news.