MONTZ HARCUS WEALTH MANAGEMENT LLC – Invesco S&P 500 Equal Weight ETF Transaction History
MONTZ HARCUS WEALTH MANAGEMENT LLC portfolio value:
$243,000
portfolio value
MONTZ HARCUS WEALTH MANAGEMENT LLC quarter portfolio value change:
-5.18%
quarter
Invesco S&P 500 Equal Weight ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +0.47% | 9 shares | -12K | $127.28 | 1.90K |
| Q2 2022 | share | Increase | +0.53% | 10 shares | -43K | $134.23 | 1.89K |
| Q1 2022 | share | Increase | +0.43% | 8 shares | -8K | $157.71 | 1.88K |
| Q4 2021 | share | Increase | 0.00% | 1.88K shares | 306K | $162.75 | 1.88K |