Heritage Wealth Management, LLC Spdr Portfolio Transaction History

Heritage Wealth Management, LLC

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2022 Feb 13, 2023	BUY	$49.14 - $55.07 $27,714 - $31,059	564 Added 100.0%	1,128 $57,000
Q3 2022 Nov 14, 2022	SELL	$50.1 - $61.86 $4,258 - $5,258	-85 Reduced 13.1%	564 $28,000
Q1 2022 Aug 15, 2022	SELL	$59.17 - $73.03 $8,934 - $11,027	-151 Reduced 18.88%	649 $43,000
Q3 2021 Nov 10, 2021	SELL	$63.23 - $68.45 $37,242 - $40,317	-589 Reduced 42.4%	800 $51,000
Q2 2021 Aug 11, 2021	SELL	$57.17 - $63.06 $1,486 - $1,639	-26 Reduced 1.84%	1,389 $87,000
Q1 2021 Jul 16, 2021	BUY	$53.23 - $58.3 $75,320 - $82,494	1,415 New	1,415 $80,000

1,096

280M

399K

203K

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