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

344

205M

800

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.