MARCUM WEALTH, LLC – iShares Russell 2000 ETF Transaction History
MARCUM WEALTH, LLC portfolio value:
$545,000
portfolio value
MARCUM WEALTH, LLC quarter portfolio value change:
-2.62%
quarter
iShares Russell 2000 ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Decrease | -3.05% | -104 shares | -33K | $164.92 | 3.30K |
| Q2 2022 | share | Increase | +6.43% | 206 shares | -80K | $169.36 | 3.41K |
| Q1 2022 | share | Decrease | -47.49% | -2.89K shares | -700K | $205.27 | 3.20K |
| Q4 2021 | share | Increase | +9.76% | 543 shares | 142K | $222.93 | 6.10K |
| Q3 2021 | share | Increase | +45.96% | 1.75K shares | 342K | $218.75 | 5.56K |
| Q2 2021 | share | Decrease | -19.87% | -945 shares | -177K | $228.67 | 3.81K |
| Q1 2021 | share | Increase | 0.00% | 4.75K shares | 1.05M | $219.94 | 4.75K |
| Q4 2020 | share | Increase | 0.00% | 2.03K shares | 399K | $194.81 | 2.03K |