MONTZ HARCUS WEALTH MANAGEMENT LLC – SPDR S&P MIDCAP 400 ETF Trust Transaction History
MONTZ HARCUS WEALTH MANAGEMENT LLC portfolio value:
$5.34M
portfolio value
MONTZ HARCUS WEALTH MANAGEMENT LLC quarter portfolio value change:
-2.86%
quarter
SPDR S&P MIDCAP 400 ETF Trust 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +0.67% | 88 shares | -121K | $401.66 | 13.31K |
| Q2 2022 | share | Increase | +1.19% | 156 shares | -942K | $413.49 | 13.22K |
| Q1 2022 | share | Increase | +2.41% | 308 shares | -196K | $490.45 | 13.07K |
| Q4 2021 | share | Increase | 0.00% | 12.76K shares | 6.60M | $517.09 | 12.76K |