MONTZ HARCUS WEALTH MANAGEMENT LLC – SPDR S&P 600 Small Cap Value ETF Transaction History
MONTZ HARCUS WEALTH MANAGEMENT LLC portfolio value:
$312,000
portfolio value
MONTZ HARCUS WEALTH MANAGEMENT LLC quarter portfolio value change:
-7.28%
quarter
SPDR S&P 600 Small Cap Value ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +1.11% | 51 shares | -20K | $67.14 | 4.64K |
| Q2 2022 | share | Increase | +25.72% | 939 shares | 28K | $72.41 | 4.59K |
| Q1 2022 | share | Increase | +24.99% | 730 shares | 57K | $83.33 | 3.65K |
| Q4 2021 | share | Increase | 0.00% | 2.92K shares | 247K | $84.91 | 2.92K |