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

Heritage Wealth Management, LLC

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2022 Feb 13, 2023	BUY	$27.04 - $31.56 $103,157 - $120,401	3,815 Added 59.46%	10,231 $297,000
Q3 2022 Nov 14, 2022	SELL	$29.2 - $34.52 $50,691 - $59,926	-1,736 Reduced 21.3%	6,416 $190,000
Q2 2022 Aug 15, 2022	SELL	$31.38 - $37.78 $150,498 - $181,192	-4,796 Reduced 37.04%	8,152 $0
Q1 2022 Aug 15, 2022	BUY	$36.82 - $41.14 $344,745 - $385,193	9,363 Added 261.17%	12,948 $490,000
Q3 2021 Nov 10, 2021	SELL	$41.23 - $43.27 $50,754 - $53,265	-1,231 Reduced 25.56%	3,585 $148,000
Q2 2021 Aug 11, 2021	BUY	$38.98 - $41.66 $187,727 - $200,634	4,816 New	4,816 $199,000

463

355M

264K

19K

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