MARCUM WEALTH, LLC – iShares MSCI USA Small-Cap Min Vol Factor ETF Transaction History
MARCUM WEALTH, LLC portfolio value:
$728,000
portfolio value
MARCUM WEALTH, LLC quarter portfolio value change:
-6.34%
quarter
iShares MSCI USA Small-Cap Min Vol Factor ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Decrease | -5.03% | -1.20K shares | -90K | $31.91 | 22.80K |
| Q2 2022 | share | Increase | +5.09% | 1.16K shares | -32K | $34.07 | 24.01K |
| Q1 2022 | share | Increase | +4.20% | 920 shares | -7K | $37.18 | 22.84K |
| Q4 2021 | share | Increase | +1.53% | 331 shares | 56K | $39.11 | 21.92K |
| Q3 2021 | share | Increase | +1.79% | 380 shares | -6K | $37.08 | 21.59K |
| Q2 2021 | share | Increase | +3.65% | 747 shares | 53K | $37.84 | 21.21K |
| Q1 2021 | share | Increase | 0.00% | 20.47K shares | 754K | $36.59 | 20.47K |