MARCUM WEALTH, LLC – Consumer Discretionary Select Sector SPDR Fund Transaction History
MARCUM WEALTH, LLC portfolio value:
$730,000
portfolio value
MARCUM WEALTH, LLC quarter portfolio value change:
+3.62%
quarter
Consumer Discretionary Select Sector SPDR Fund 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Decrease | -10.49% | -601 shares | -57K | $142.45 | 5.12K |
| Q2 2022 | share | Increase | +6.93% | 371 shares | -204K | $137.48 | 5.72K |
| Q1 2022 | share | Decrease | -23.91% | -1.68K shares | -448K | $185 | 5.35K |
| Q4 2021 | share | Increase | +2.24% | 154 shares | 203K | $204.93 | 7.04K |
| Q3 2021 | share | Increase | +10.11% | 632 shares | 119K | $179.45 | 6.88K |
| Q2 2021 | share | Increase | +6.78% | 397 shares | 133K | $178.28 | 6.25K |
| Q1 2021 | share | Increase | 0.00% | 5.85K shares | 984K | $167.57 | 5.85K |