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

Heritage Wealth Management, LLC

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2022 Feb 13, 2023	BUY	$27.57 - $28.82 $87,121 - $91,071	3,160 Added 64.49%	8,060 $227,000
Q3 2022 Nov 14, 2022	SELL	$27.87 - $30.06 $19,090 - $20,591	-685 Reduced 12.26%	4,900 $138,000
Q2 2022 Aug 15, 2022	BUY	$28.62 - $30.13 $11,991 - $12,624	419 Added 8.11%	5,585 $0
Q1 2022 Aug 15, 2022	BUY	$30.11 - $31.87 $147,659 - $156,290	4,904 Added 1871.76%	5,166 $156,000
Q3 2021 Nov 10, 2021	SELL	$32.26 - $32.83 $1,161 - $1,181	-36 Reduced 12.08%	262 $8,000
Q2 2021 Aug 11, 2021	BUY	$32.08 - $32.55 $9,559 - $9,699	298 New	298 $10,000

338

197M

12.3K

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