Heritage Wealth Management, LLC Spdr Portfolio Long Term Corpo Transaction History

Heritage Wealth Management, LLC

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2022 Feb 13, 2023	BUY	$20.56 - $24.07 $28,208 - $33,024	1,372 Added 72.82%	3,256 $73,000
Q3 2022 Nov 14, 2022	SELL	$21.47 - $25.39 $30,186 - $35,698	-1,406 Reduced 42.74%	1,884 $41,000
Q2 2022 Aug 15, 2022	SELL	$23.44 - $28.02 $24,776 - $29,617	-1,057 Reduced 24.32%	3,290 $0
Q1 2022 Aug 15, 2022	SELL	$26.79 - $30.98 $193,557 - $223,830	-7,225 Reduced 62.44%	4,347 $121,000
Q3 2021 Nov 10, 2021	SELL	$31.36 - $32.63 $248,151 - $258,201	-7,913 Reduced 40.61%	11,572 $363,000
Q2 2021 Aug 11, 2021	BUY	$30.01 - $31.87 $584,744 - $620,986	19,485 New	19,485 $619,000

144

30.4M

33.2K

7.3K

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