MONTZ HARCUS WEALTH MANAGEMENT LLC – SPDR S&P 600 Small Cap ETF Transaction History
MONTZ HARCUS WEALTH MANAGEMENT LLC portfolio value:
$1.69M
portfolio value
MONTZ HARCUS WEALTH MANAGEMENT LLC quarter portfolio value change:
-5.48%
quarter
SPDR S&P 600 Small Cap ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Decrease | -0.38% | -85 shares | -105K | $75.69 | 22.41K |
| Q2 2022 | share | Increase | +0.47% | 106 shares | -295K | $80.08 | 22.49K |
| Q1 2022 | share | Decrease | -0.28% | -62 shares | -136K | $93.61 | 22.39K |
| Q4 2021 | share | Increase | 0.00% | 22.45K shares | 2.23M | $99.48 | 22.45K |