MONTZ HARCUS WEALTH MANAGEMENT LLC – iShares U.S. Technology ETF Transaction History
MONTZ HARCUS WEALTH MANAGEMENT LLC portfolio value:
$951,000
portfolio value
MONTZ HARCUS WEALTH MANAGEMENT LLC quarter portfolio value change:
-8.23%
quarter
iShares U.S. Technology ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +0.15% | 20 shares | -84K | $73.37 | 12.96K |
| Q2 2022 | share | Increase | +0.09% | 12 shares | -298K | $79.95 | 12.94K |
| Q1 2022 | share | Increase | +0.04% | 5 shares | -151K | $103.04 | 12.93K |
| Q4 2021 | share | Increase | 0.00% | 12.92K shares | 1.48M | $115.61 | 12.92K |