MONTZ HARCUS WEALTH MANAGEMENT LLC – SPDR Portfolio S&P 400 Mid Cap ETF Transaction History
MONTZ HARCUS WEALTH MANAGEMENT LLC portfolio value:
$6.49M
portfolio value
MONTZ HARCUS WEALTH MANAGEMENT LLC quarter portfolio value change:
-2.85%
quarter
SPDR Portfolio S&P 400 Mid Cap ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +1.67% | 2.76K shares | -80K | $38.56 | 168.43K |
| Q2 2022 | share | Increase | +4.28% | 6.79K shares | -917K | $39.69 | 165.66K |
| Q1 2022 | share | Increase | +4.80% | 7.28K shares | -48K | $47.16 | 158.86K |
| Q4 2021 | share | Increase | 0.00% | 151.58K shares | 7.54M | $49.69 | 151.58K |