MARKS GROUP WEALTH MANAGEMENT, INC – iShares U.S. Energy ETF Transaction History
MARKS GROUP WEALTH MANAGEMENT, INC portfolio value:
$658,000
portfolio value
MARKS GROUP WEALTH MANAGEMENT, INC quarter portfolio value change:
+3.12%
quarter
iShares U.S. Energy ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +1.71% | 282 shares | 31K | $39.31 | 16.73K |
| Q2 2022 | share | Decrease | -12.59% | -2.36K shares | -143K | $38.12 | 16.44K |
| Q1 2022 | share | Decrease | -38.74% | -11.90K shares | -151K | $40.92 | 18.81K |
| Q4 2021 | share | Increase | 0.00% | 30.72K shares | 133K | $30.06 | 30.72K |