Heritage Wealth Management, LLC Spdr Portfolio S&P 1500 Compos Transaction History

Heritage Wealth Management, LLC

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2022 Feb 13, 2023	BUY	$44.09 - $50.41 $95,234 - $108,885	2,160 Added 100.0%	4,320 $204,000
Q3 2022 Nov 14, 2022	SELL	$44.11 - $53.04 $12,968 - $15,593	-294 Reduced 11.98%	2,160 $95,000
Q2 2022 Aug 15, 2022	SELL	$45.19 - $56.15 $2,621 - $3,256	-58 Reduced 2.31%	2,454 $0
Q1 2022 Aug 15, 2022	SELL	$51.36 - $58.82 $71,647 - $82,053	-1,395 Reduced 35.71%	2,512 $140,000
Q3 2021 Nov 10, 2021	SELL	$52.32 - $55.93 $44,785 - $47,876	-856 Reduced 17.97%	3,907 $207,000
Q2 2021 Aug 11, 2021	BUY	$49.77 - $52.97 $237,054 - $252,296	4,763 New	4,763 $252,000

630

85M

949K

700

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.