Heritage Wealth Advisors Spdr Dow Jones Reit ETF Transaction History

Heritage Wealth Advisors

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2023 Dec 12, 2024	BUY	$84.86 - $91.11 $51,340 - $55,121	605 New	605 $54,000
Q3 2022 Dec 12, 2024	BUY	$83.14 - $106.49 $50,299 - $64,426	605 New	605 $50,000
Q2 2020 Jul 17, 2020	SELL	$65.24 - $89.61 $127,674 - $175,366	-1,957 Reduced 76.39%	605 $0
Q2 2020 Jul 17, 2020	BUY	$65.24 - $89.61 $127,674 - $175,366	1,957 Added 323.47%	2,562 $47,000
Q3 2018 Nov 14, 2018	BUY	N/A	605 New	605 $56,000

283

11.9M

14.5K

29.4K

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