MONTZ HARCUS WEALTH MANAGEMENT LLC – SPDR S&P 500 ETF Trust Transaction History
MONTZ HARCUS WEALTH MANAGEMENT LLC portfolio value:
$16.20M
portfolio value
MONTZ HARCUS WEALTH MANAGEMENT LLC quarter portfolio value change:
-5.32%
quarter
SPDR S&P 500 ETF Trust 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +1.03% | 463 shares | -736K | $357.18 | 45.36K |
| Q2 2022 | share | Increase | +2.35% | 1.03K shares | -2.87M | $377.25 | 44.90K |
| Q1 2022 | share | Increase | +1.58% | 683 shares | -699K | $451.64 | 43.86K |
| Q4 2021 | share | Increase | 0.00% | 43.18K shares | 20.51M | $476.16 | 43.18K |