MARCUM WEALTH, LLC – Transaction History
MARCUM WEALTH, LLC portfolio value:
1.81M
portfolio value
MARCUM WEALTH, LLC quarter portfolio value change:
-1.18%
quarter
13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +7.79% | 5.66K shares | 111K | 78.44K | |
| Q2 2022 | share | Decrease | -4.51% | -3.43K shares | -260K | 72.77K | |
| Q1 2022 | share | Decrease | -0.76% | -586 shares | -72K | 76.21K | |
| Q4 2021 | share | Decrease | -2.21% | -1.73K shares | -18K | 76.79K | |
| Q3 2021 | share | Increase | 0.00% | 78.53K shares | 2.05M | 78.53K | |
| Q4 2020 | share | Decrease | -0.16% | -117 shares | 145K | 74.70K | |
| Q3 2020 | share | Increase | 0.00% | 74.82K shares | 1.78M | 74.82K |