MONTZ HARCUS WEALTH MANAGEMENT LLC – Invesco FTSE RAFI US 1000 ETF Transaction History
MONTZ HARCUS WEALTH MANAGEMENT LLC portfolio value:
$6.24M
portfolio value
MONTZ HARCUS WEALTH MANAGEMENT LLC quarter portfolio value change:
-6.36%
quarter
Invesco FTSE RAFI US 1000 ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +1.47% | 651 shares | -328K | $138.77 | 44.96K |
| Q2 2022 | share | Increase | +4.86% | 2.05K shares | -653K | $148.2 | 44.31K |
| Q1 2022 | share | Increase | +5.05% | 2.03K shares | 313K | $170.86 | 42.26K |
| Q4 2021 | share | Increase | 0.00% | 40.23K shares | 6.90M | $171.6 | 40.23K |