MONTZ HARCUS WEALTH MANAGEMENT LLC – iShares Core S&P 500 ETF Transaction History
MONTZ HARCUS WEALTH MANAGEMENT LLC portfolio value:
$567,000
portfolio value
MONTZ HARCUS WEALTH MANAGEMENT LLC quarter portfolio value change:
-5.41%
quarter
iShares Core S&P 500 ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +0.51% | 8 shares | -30K | $358.65 | 1.58K |
| Q2 2022 | share | Increase | +0.38% | 6 shares | -114K | $379.15 | 1.57K |
| Q1 2022 | share | Increase | +0.32% | 5 shares | -35K | $453.69 | 1.56K |
| Q4 2021 | share | Increase | 0.00% | 1.56K shares | 746K | $478.18 | 1.56K |