Heritage Wealth Management, LLC Spdr Dow Jones Global Real Est Transaction History

Heritage Wealth Management, LLC

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2022 Feb 13, 2023	BUY	$39.4 - $43.08 $8,628 - $9,434	219 Added 100.0%	438 $17,000
Q3 2022 Nov 14, 2022	SELL	N/A	-467 Reduced 68.08%	219 $8,000
Q2 2022 Aug 15, 2022	SELL	N/A	-91 Reduced 11.71%	686 $0
Q1 2022 Aug 15, 2022	BUY	N/A	73 Added 10.37%	777 $42,000
Q2 2021 Aug 11, 2021	SELL	N/A	-140 Reduced 16.59%	704 $36,000
Q1 2021 Jul 16, 2021	BUY	N/A	844 New	844 $40,000

223

19.3M

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