MONTZ HARCUS WEALTH MANAGEMENT LLC – VictoryShares Nasdaq Next 50 ETF Transaction History
MONTZ HARCUS WEALTH MANAGEMENT LLC portfolio value:
$2.41M
portfolio value
MONTZ HARCUS WEALTH MANAGEMENT LLC quarter portfolio value change:
-4.65%
quarter
VictoryShares Nasdaq Next 50 ETF 13F transactions
Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
---|---|---|---|---|---|---|---|
Q3 2022 | share | Increase | +6.34% | 538 shares | 34K | $267.26 | 9.01K |
Q2 2022 | share | Increase | +9.32% | 723 shares | -436K | $280.28 | 8.48K |
Q1 2022 | share | Increase | +2.77% | 209 shares | -190K | $362.54 | 7.75K |
Q4 2021 | share | Increase | 0.00% | 7.54K shares | 3.00M | $400.35 | 7.54K |