MONTZ HARCUS WEALTH MANAGEMENT LLC – First Trust US Equity Opportunities ETF Transaction History
MONTZ HARCUS WEALTH MANAGEMENT LLC portfolio value:
$458,000
portfolio value
MONTZ HARCUS WEALTH MANAGEMENT LLC quarter portfolio value change:
-1.36%
quarter
First Trust US Equity Opportunities ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +0.16% | 9 shares | -5K | $81.03 | 5.64K |
| Q2 2022 | share | Increase | +0.20% | 11 shares | -151K | $82.15 | 5.63K |
| Q1 2022 | share | Increase | +0.05% | 3 shares | -75K | $109.08 | 5.62K |
| Q4 2021 | share | Increase | 0.00% | 5.62K shares | 689K | $122.9 | 5.62K |