MARCUM WEALTH, LLC – iShares MSCI USA Min Vol Factor ETF Transaction History
MARCUM WEALTH, LLC portfolio value:
$2.49M
portfolio value
MARCUM WEALTH, LLC quarter portfolio value change:
-5.85%
quarter
iShares MSCI USA Min Vol Factor ETF 13F transactions
Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
---|---|---|---|---|---|---|---|
Q3 2022 | share | Decrease | -4.95% | -1.96K shares | -293K | $66.1 | 37.7K |
Q2 2022 | share | Increase | +0.65% | 257 shares | -272K | $70.21 | 39.66K |
Q1 2022 | share | Increase | +0.55% | 214 shares | -114K | $77.57 | 39.40K |
Q4 2021 | share | Decrease | -0.94% | -373 shares | 263K | $81 | 39.19K |
Q3 2021 | share | Increase | +3.11% | 1.19K shares | 83K | $73.5 | 39.56K |
Q2 2021 | share | Increase | +4.97% | 1.81K shares | 296K | $73.33 | 38.37K |
Q1 2021 | share | Increase | 0.00% | 36.55K shares | 2.52M | $68.73 | 36.55K |