Heritage Wealth Management, LLC Spdr Ssga Us Large Cap Low Vol Transaction History

Heritage Wealth Management, LLC

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2022 Feb 13, 2023	BUY	$130.78 - $141.03 $284,708 - $307,022	2,177 Added 94.78%	4,474 $606,000
Q3 2022 Nov 14, 2022	SELL	N/A	-441 Reduced 16.11%	2,297 $283,000
Q2 2022 Aug 15, 2022	SELL	N/A	-216 Reduced 7.31%	2,738 $0
Q1 2022 Aug 15, 2022	SELL	N/A	-31 Reduced 1.04%	2,954 $424,000
Q3 2021 Nov 10, 2021	SELL	N/A	-802 Reduced 21.18%	2,985 $398,000

Q2 2021 Aug 11, 2021	SELL	N/A	-331 Reduced 8.04%	3,787 $504,000
Q1 2021 Jul 16, 2021	BUY	N/A	4,118 New	4,118 $516,000

156

3.17M

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