Heritage Wealth Management, LLC Spdr Portfolio Short Term Corp Transaction History

Heritage Wealth Management, LLC

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2022 Feb 13, 2023	BUY	$28.95 - $29.53 $5,934 - $6,053	205 Added 100.0%	410 $12,000
Q3 2022 Nov 14, 2022	SELL	$29.16 - $29.99 $845 - $869	-29 Reduced 12.39%	205 $6,000
Q1 2022 Aug 15, 2022	SELL	$30.07 - $30.94 $5,262 - $5,414	-175 Reduced 42.79%	234 $7,000
Q3 2021 Nov 10, 2021	SELL	$31.24 - $31.31 $1,468 - $1,471	-47 Reduced 10.31%	409 $13,000
Q1 2021 Jul 16, 2021	BUY	$31.23 - $31.41 $14,240 - $14,322	456 New	456 $14,000

565

191M

Get notified when there are updates to the investment portfolio of Heritage Wealth Management, LLC, based on Form 13F filings with the SEC.

Stay updated on Heritage Wealth Management, LLC with notifications on news.