Heritage Wealth Management, LLC Energy Sector Spdr Transaction History

Heritage Wealth Management, LLC

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2022 Feb 13, 2023	BUY	$76.09 - $94.08 $317,827 - $392,972	4,177 Added 181.29%	6,481 $566,000
Q3 2022 Nov 14, 2022	BUY	$67.49 - $84.09 $5,871 - $7,315	87 Added 3.92%	2,304 $166,000
Q2 2022 Aug 15, 2022	BUY	$70.66 - $92.28 $2,543 - $3,322	36 Added 1.65%	2,217 $0
Q1 2022 Aug 15, 2022	BUY	$57.22 - $78.75 $9,727 - $13,387	170 Added 8.45%	2,181 $167,000
Q3 2021 Nov 10, 2021	BUY	$45.79 - $54.81 $24,360 - $29,158	532 Added 35.97%	2,011 $105,000
Q2 2021 Aug 11, 2021	BUY	$47.07 - $56.19 $69,616 - $83,105	1,479 New	1,479 $80,000

2,026

236M

45.7M

111M

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