MARCUM WEALTH, LLC – SPDR S&P 500 ETF Trust Transaction History
MARCUM WEALTH, LLC portfolio value:
$1.82M
portfolio value
MARCUM WEALTH, LLC quarter portfolio value change:
-5.32%
quarter
SPDR S&P 500 ETF Trust 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Decrease | -2.09% | -109 shares | -144K | $357.18 | 5.11K |
| Q2 2022 | share | Increase | +2.82% | 143 shares | -324K | $377.25 | 5.22K |
| Q1 2022 | share | Decrease | -41.26% | -3.56K shares | -1.81M | $451.64 | 5.07K |
| Q4 2021 | share | Increase | +111.26% | 4.55K shares | 2.35M | $476.16 | 8.64K |
| Q3 2021 | share | Increase | +7.99% | 303 shares | 133K | $429.14 | 4.09K |
| Q2 2021 | share | Decrease | -15.40% | -690 shares | -153K | $426.68 | 3.79K |
| Q1 2021 | share | Increase | 0.00% | 4.48K shares | 1.77M | $393.75 | 4.48K |