MARCUM WEALTH, LLC – SPDR S&P Dividend ETF Transaction History
MARCUM WEALTH, LLC portfolio value:
$338,000
portfolio value
MARCUM WEALTH, LLC quarter portfolio value change:
-6.06%
quarter
SPDR S&P Dividend ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Decrease | -6.36% | -206 shares | -46K | $111.5 | 3.03K |
| Q2 2022 | share | Increase | +10.77% | 315 shares | 9K | $118.69 | 3.23K |
| Q1 2022 | share | Increase | +3.84% | 108 shares | 11K | $128.11 | 2.92K |
| Q4 2021 | share | Decrease | -2.02% | -58 shares | 26K | $128.84 | 2.81K |
| Q3 2021 | share | Increase | +7.00% | 188 shares | 10K | $117.55 | 2.87K |
| Q2 2021 | share | Increase | +8.92% | 220 shares | 37K | $121.41 | 2.68K |
| Q1 2021 | share | Increase | 0.00% | 2.46K shares | 291K | $116.45 | 2.46K |
| Q3 2020 | share | Decrease | -100.00% | -2.32K shares | -212K | $89.7 | 0 |
| Q2 2020 | share | Increase | 0.00% | 2.32K shares | 212K | $87.89 | 2.32K |