Heritage Wealth Management, LLC Spdr S&P 400 Mid Cap Growth Et Transaction History

Heritage Wealth Management, LLC

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2022 Feb 13, 2023	BUY	$61.13 - $69.88 $68,526 - $78,335	1,121 Added 100.0%	2,242 $146,000
Q3 2022 Nov 14, 2022	SELL	$59.74 - $72.48 $3,584 - $4,348	-60 Reduced 5.08%	1,121 $68,000
Q2 2022 Aug 15, 2022	SELL	$59.32 - $74.72 $5,338 - $6,724	-90 Reduced 7.08%	1,181 $0
Q1 2022 Aug 15, 2022	SELL	$69.3 - $81.58 $19,611 - $23,087	-283 Reduced 18.21%	1,271 $94,000
Q3 2021 Nov 10, 2021	SELL	$74.54 - $80.19 $19,156 - $20,608	-257 Reduced 14.19%	1,554 $118,000
Q2 2021 Aug 11, 2021	BUY	$73.83 - $79.88 $133,706 - $144,662	1,811 New	1,811 $140,000

390

23.5M

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