MONTZ HARCUS WEALTH MANAGEMENT LLC – SPDR Portfolio S&P 600 Small Cap ETF Transaction History
MONTZ HARCUS WEALTH MANAGEMENT LLC portfolio value:
$2.91M
portfolio value
MONTZ HARCUS WEALTH MANAGEMENT LLC quarter portfolio value change:
-5.34%
quarter
SPDR Portfolio S&P 600 Small Cap ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +2.41% | 2.01K shares | -92K | $34.06 | 85.69K |
| Q2 2022 | share | Decrease | -6.83% | -6.13K shares | -768K | $35.98 | 83.67K |
| Q1 2022 | share | Increase | +7.96% | 6.62K shares | 61K | $42.07 | 89.81K |
| Q4 2021 | share | Increase | 0.00% | 83.19K shares | 3.71M | $44.71 | 83.19K |