Heritage Wealth Management, LLC Spdr Nuveen Bloomberg Municipa Transaction History

Heritage Wealth Management, LLC

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2022 Feb 13, 2023	BUY	$43.48 - $46.24 $12,696 - $13,502	292 Added 100.0%	584 $26,000
Q3 2022 Nov 14, 2022	BUY	$43.92 - $47.21 $3,337 - $3,587	76 Added 35.19%	292 $13,000
Q1 2022 Aug 15, 2022	SELL	$47.75 - $51.66 $2,912 - $3,151	-61 Reduced 22.02%	216 $10,000
Q2 2021 Aug 11, 2021	BUY	$51.61 - $52.39 $14,295 - $14,512	277 New	277 $14,000

323

67.9M

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