Heritage Wealth Management, LLC Spdr Bloomberg Short Term High Transaction History

Heritage Wealth Management, LLC

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2022 Feb 13, 2023	BUY	$23.68 - $24.88 $19,891 - $20,899	840 Added 100.0%	1,680 $40,000
Q3 2022 Nov 14, 2022	SELL	$23.77 - $25.45 $2,923 - $3,130	-123 Reduced 12.77%	840 $20,000
Q2 2022 Aug 15, 2022	SELL	$23.97 - $26.27 $4,650 - $5,096	-194 Reduced 16.77%	963 $0
Q1 2022 Aug 15, 2022	SELL	$25.67 - $27.15 $205 - $217	-8 Reduced 0.69%	1,157 $30,000
Q3 2021 Nov 10, 2021	SELL	$27.24 - $27.55 $762 - $771	-28 Reduced 2.35%	1,165 $32,000
Q2 2021 Aug 11, 2021	BUY	$27.25 - $27.58 $32,509 - $32,902	1,193 New	1,193 $33,000

375

133M

300

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