Heritage Wealth Management, LLC Spdr Portfolio Aggregate Bond Transaction History

Heritage Wealth Management, LLC

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2022 Feb 13, 2023	BUY	$24.25 - $25.85 $9,433 - $10,055	389 Added 100.0%	778 $19,000
Q3 2022 Nov 14, 2022	SELL	$24.75 - $27.0 $99,742 - $108,810	-4,030 Reduced 91.2%	389 $10,000
Q2 2022 Aug 15, 2022	SELL	$25.67 - $27.71 $29,186 - $31,506	-1,137 Reduced 20.46%	4,419 $0
Q1 2022 Aug 15, 2022	BUY	$27.54 - $29.46 $31,285 - $33,466	1,136 Added 25.7%	5,556 $154,000
Q3 2021 Nov 10, 2021	SELL	$29.83 - $30.33 $1,819 - $1,850	-61 Reduced 1.36%	4,420 $132,000
Q2 2021 Aug 11, 2021	BUY	$29.63 - $30.01 $132,772 - $134,474	4,481 New	4,481 $134,000

492

260M

800

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