MONTZ HARCUS WEALTH MANAGEMENT LLC – Invesco Active U.S. Real Estate Fund Transaction History
MONTZ HARCUS WEALTH MANAGEMENT LLC portfolio value:
$309,000
portfolio value
MONTZ HARCUS WEALTH MANAGEMENT LLC quarter portfolio value change:
-11.09%
quarter
Invesco Active U.S. Real Estate Fund 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +6.89% | 235 shares | -16K | $84.89 | 3.64K |
| Q2 2022 | share | Increase | +3.46% | 114 shares | -43K | $95.47 | 3.40K |
| Q1 2022 | share | Increase | +7.36% | 226 shares | -1K | $111.7 | 3.29K |
| Q4 2021 | share | Increase | 0.00% | 3.06K shares | 369K | $119.61 | 3.06K |