MARCUM WEALTH, LLC – Transaction History
MARCUM WEALTH, LLC portfolio value:
450,000
portfolio value
MARCUM WEALTH, LLC quarter portfolio value change:
-6.24%
quarter
13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +19.89% | 277 shares | 49K | 1.67K | |
| Q2 2022 | share | Increase | +1.31% | 18 shares | -38K | 1.39K | |
| Q1 2022 | share | Increase | +4.72% | 62 shares | -16K | 1.37K | |
| Q4 2021 | share | Increase | +0.77% | 10 shares | 69K | 1.31K | |
| Q3 2021 | share | Increase | +3.09% | 39 shares | 21K | 1.30K | |
| Q2 2021 | share | Increase | +17.04% | 184 shares | 62K | 1.26K | |
| Q1 2021 | share | Increase | 0.00% | 1.08K shares | 303K | 1.08K |