Heritage Wealth Management, LLC Spdr Ser Tr Fds Spdr Portfolio Transaction History

Heritage Wealth Management, LLC

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2022 Feb 13, 2023	BUY	$25.7 - $31.02 $37,727 - $45,537	1,468 Added 100.0%	2,936 $87,000
Q3 2022 Nov 14, 2022	SELL	$25.67 - $30.93 $48,927 - $58,952	-1,906 Reduced 56.49%	1,468 $38,000
Q2 2022 Aug 15, 2022	SELL	$28.57 - $34.74 $403,808 - $491,015	-14,134 Reduced 80.73%	3,374 $0
Q1 2022 Aug 15, 2022	SELL	$31.42 - $36.91 $201,716 - $236,962	-6,420 Reduced 26.83%	17,508 $600,000
Q3 2021 Nov 10, 2021	SELL	$35.68 - $38.17 $473,687 - $506,744	-13,276 Reduced 35.68%	23,928 $866,000
Q2 2021 Aug 11, 2021	BUY	$35.87 - $38.34 $1.33 Million - $1.43 Million	37,204 New	37,204 $1.37 Million

953

487M

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