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

Heritage Wealth Management, LLC

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2022 Feb 13, 2023	BUY	$25.28 - $26.67 $103,900 - $109,613	4,110 Added 61.99%	10,740 $276,000
Q3 2022 Nov 14, 2022	SELL	$25.36 - $28.61 $81,836 - $92,324	-3,227 Reduced 32.74%	6,630 $168,000
Q2 2022 Aug 15, 2022	SELL	$27.4 - $29.93 $6,548 - $7,153	-239 Reduced 2.37%	9,857 $0
Q1 2022 Aug 15, 2022	BUY	$29.85 - $31.38 $62,416 - $65,615	2,091 Added 26.12%	10,096 $306,000
Q3 2021 Nov 10, 2021	SELL	$30.98 - $31.82 $3,996 - $4,104	-129 Reduced 1.59%	8,005 $249,000
Q2 2021 Aug 11, 2021	BUY	$30.43 - $31.14 $247,517 - $253,292	8,134 New	8,134 $253,000

232

21.5M

25.8K

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