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

499

30.5M

1.3K

200

Get notified when there are updates to the investment portfolio of Heritage Wealth Management, LLC, based on Form 13F filings with the SEC.

Stay updated on Heritage Wealth Management, LLC with notifications on news.