MARCUM WEALTH, LLC – iShares U.S. Financial Services ETF Transaction History
MARCUM WEALTH, LLC portfolio value:
$620,000
portfolio value
MARCUM WEALTH, LLC quarter portfolio value change:
-4.71%
quarter
iShares U.S. Financial Services ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Decrease | -0.43% | -19 shares | -34K | $141.24 | 4.39K |
| Q2 2022 | share | Decrease | -33.00% | -2.17K shares | -533K | $148.22 | 4.41K |
| Q1 2022 | share | Decrease | -18.80% | -1.52K shares | -378K | $180.33 | 6.58K |
| Q4 2021 | share | Increase | +2.05% | 163 shares | 70K | $193.45 | 8.10K |
| Q3 2021 | share | Increase | +4.32% | 329 shares | 84K | $188.18 | 7.94K |
| Q2 2021 | share | Increase | +30.12% | 1.76K shares | 409K | $184.52 | 7.61K |
| Q1 2021 | share | Increase | 0.00% | 5.85K shares | 1.00M | $170.26 | 5.85K |