MARCUM WEALTH, LLC – iShares MSCI USA Momentum Factor ETF Transaction History
MARCUM WEALTH, LLC portfolio value:
$1.01M
portfolio value
MARCUM WEALTH, LLC quarter portfolio value change:
-3.81%
quarter
iShares MSCI USA Momentum Factor ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Decrease | -3.53% | -284 shares | -79K | $131.18 | 7.77K |
| Q2 2022 | share | Increase | +1.05% | 84 shares | -243K | $136.37 | 8.05K |
| Q1 2022 | share | Increase | +2.28% | 178 shares | -76K | $168.27 | 7.97K |
| Q4 2021 | share | Increase | +21.86% | 1.39K shares | 294K | $182.36 | 7.79K |
| Q3 2021 | share | Increase | +1.70% | 107 shares | 33K | $175.6 | 6.39K |
| Q2 2021 | share | Increase | +4.37% | 263 shares | 121K | $173.11 | 6.28K |
| Q1 2021 | share | Increase | 0.00% | 6.02K shares | 969K | $160.45 | 6.02K |