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