Heritage Wealth Management, LLC Spdr Portfolio Intermediate Te Transaction History

Heritage Wealth Management, LLC

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2022 Feb 13, 2023	BUY	$30.74 - $32.36 $287,265 - $302,404	9,345 Added 86.11%	20,198 $642,000
Q3 2022 Nov 14, 2022	SELL	$31.11 - $33.37 $72,268 - $77,518	-2,323 Reduced 17.63%	10,853 $340,000
Q2 2022 Aug 15, 2022	SELL	$32.03 - $34.08 $35,585 - $37,862	-1,111 Reduced 7.78%	13,176 $0
Q1 2022 Aug 15, 2022	SELL	$33.91 - $36.04 $214,616 - $228,097	-6,329 Reduced 30.7%	14,287 $488,000
Q3 2021 Nov 10, 2021	SELL	$36.52 - $36.95 $348,473 - $352,576	-9,542 Reduced 31.64%	20,616 $753,000
Q2 2021 Aug 11, 2021	BUY	$36.19 - $36.73 $1.09 Million - $1.11 Million	30,158 New	30,158 $1.11 Million

526

197M

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