Heritage Wealth Management, LLC Spdr S&P Emerging Markets Smal Transaction History

Heritage Wealth Management, LLC

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2022 Feb 13, 2023	BUY	$44.86 - $51.01 $4,127 - $4,692	92 Added 100.0%	184 $9,000
Q3 2022 Nov 14, 2022	SELL	$45.33 - $51.0 $4,397 - $4,947	-97 Reduced 51.32%	92 $4,000
Q2 2022 Aug 15, 2022	SELL	$48.46 - $58.2 $23,115 - $27,761	-477 Reduced 71.62%	189 $0
Q1 2022 Aug 15, 2022	SELL	$53.14 - $59.56 $18,811 - $21,084	-354 Reduced 34.71%	666 $38,000
Q3 2021 Nov 10, 2021	SELL	$57.29 - $61.58 $100,887 - $108,442	-1,761 Reduced 63.32%	1,020 $60,000
Q2 2021 Aug 11, 2021	BUY	$55.66 - $61.48 $154,790 - $170,975	2,781 New	2,781 $171,000

178

8.47M

3.6K

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.