MARCUM WEALTH, LLC – iShares Core Dividend Growth ETF Transaction History
MARCUM WEALTH, LLC portfolio value:
$394,000
portfolio value
MARCUM WEALTH, LLC quarter portfolio value change:
-6.65%
quarter
iShares Core Dividend Growth ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +0.87% | 76 shares | -25K | $44.47 | 8.86K |
| Q2 2022 | share | Increase | +4.78% | 401 shares | -29K | $47.64 | 8.78K |
| Q1 2022 | share | Decrease | -13.99% | -1.36K shares | -94K | $53.41 | 8.38K |
| Q4 2021 | share | Decrease | -9.76% | -1.05K shares | -1K | $55.56 | 9.74K |
| Q3 2021 | share | Increase | 0.00% | 10.80K shares | 543K | $50.24 | 10.80K |