MARCUM WEALTH, LLC – Energy Select Sector SPDR Fund Transaction History
MARCUM WEALTH, LLC portfolio value:
$423,000
portfolio value
MARCUM WEALTH, LLC quarter portfolio value change:
+0.71%
quarter
Energy Select Sector SPDR Fund 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Decrease | -10.00% | -653 shares | -44K | $72.02 | 5.87K |
| Q2 2022 | share | Decrease | -4.15% | -283 shares | -54K | $71.51 | 6.53K |
| Q1 2022 | share | Increase | +19.96% | 1.13K shares | 206K | $76.44 | 6.81K |
| Q4 2021 | share | Increase | +4.70% | 255 shares | 32K | $55.36 | 5.68K |
| Q3 2021 | share | Decrease | -24.18% | -1.73K shares | -102K | $52.09 | 5.42K |
| Q2 2021 | share | Decrease | -5.72% | -434 shares | 13K | $53.2 | 7.15K |
| Q1 2021 | share | Increase | 0.00% | 7.58K shares | 372K | $47.98 | 7.58K |