Heritage Wealth Management, LLC Spdr S&P 600 Small Cap Growth Transaction History

Heritage Wealth Management, LLC

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2022 Feb 13, 2023	BUY	$68.91 - $78.35 $66,911 - $76,077	971 Added 100.0%	1,942 $140,000
Q3 2022 Nov 14, 2022	BUY	$67.45 - $82.5 $16,053 - $19,635	238 Added 32.47%	971 $66,000
Q2 2022 Aug 15, 2022	SELL	$67.79 - $84.74 $5,694 - $7,118	-84 Reduced 10.28%	733 $0
Q1 2022 Aug 15, 2022	SELL	$79.77 - $93.68 $15,475 - $18,173	-194 Reduced 19.19%	817 $68,000
Q3 2021 Nov 10, 2021	SELL	$83.59 - $91.68 $37,281 - $40,889	-446 Reduced 30.61%	1,011 $88,000
Q2 2021 Aug 11, 2021	SELL	$82.26 - $89.48 $17,768 - $19,327	-216 Reduced 12.91%	1,457 $129,000
Q1 2021 Jul 16, 2021	BUY	$75.75 - $89.99 $126,729 - $150,553	1,673 New	1,673 $144,000

496

26.7M

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