MARCUM WEALTH, LLC – Financial Select Sector SPDR Fund Transaction History
MARCUM WEALTH, LLC portfolio value:
$351,000
portfolio value
MARCUM WEALTH, LLC quarter portfolio value change:
-3.47%
quarter
Financial Select Sector SPDR Fund 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Decrease | -1.91% | -225 shares | -20K | $30.36 | 11.55K |
| Q2 2022 | share | Decrease | -72.38% | -30.87K shares | -1.26M | $31.45 | 11.78K |
| Q1 2022 | share | Increase | +9.93% | 3.85K shares | 120K | $38.32 | 42.65K |
| Q4 2021 | share | Increase | +15.87% | 5.31K shares | 258K | $39.12 | 38.80K |
| Q3 2021 | share | Increase | +15.67% | 4.53K shares | 195K | $37.53 | 33.48K |
| Q2 2021 | share | Decrease | -7.04% | -2.19K shares | 2K | $36.53 | 28.95K |
| Q1 2021 | share | Increase | 0.00% | 31.14K shares | 1.06M | $33.77 | 31.14K |