MONTZ HARCUS WEALTH MANAGEMENT LLC – SPDR Portfolio S&P 500 ETF Transaction History
MONTZ HARCUS WEALTH MANAGEMENT LLC portfolio value:
$14.20M
portfolio value
MONTZ HARCUS WEALTH MANAGEMENT LLC quarter portfolio value change:
-5.30%
quarter
SPDR Portfolio S&P 500 ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +1.95% | 6.48K shares | -508K | $41.99 | 338.32K |
| Q2 2022 | share | Increase | +3.48% | 11.16K shares | -2.32M | $44.34 | 331.83K |
| Q1 2022 | share | Increase | +2.08% | 6.52K shares | -502K | $53.13 | 320.67K |
| Q4 2021 | share | Increase | 0.00% | 314.14K shares | 17.53M | $56 | 314.14K |