Heritage Wealth Management, LLC Spdr Bloomberg Convertible Sec Transaction History

Heritage Wealth Management, LLC

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2022 Feb 13, 2023	BUY	$62.9 - $67.01 $586,102 - $624,399	9,318 Added 95.63%	19,062 $1.23 Million
Q3 2022 Nov 14, 2022	BUY	$63.3 - $71.11 $82,353 - $92,514	1,301 Added 15.41%	9,744 $617,000
Q2 2022 Aug 15, 2022	SELL	$63.06 - $78.0 $58,141 - $71,916	-922 Reduced 9.85%	8,443 $0
Q1 2022 Aug 15, 2022	BUY	$71.53 - $82.66 $669,878 - $774,110	9,365 New	9,365 $721,000
Q3 2021 Nov 10, 2021	SELL	$83.71 - $88.67 $8,287 - $8,778	-99 Closed	0 $0
Q2 2021 Aug 11, 2021	BUY	$79.92 - $87.25 $7,912 - $8,637	99 New	99 $9,000

500

30.4M

1.3K

200

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