Heritage Wealth Management, LLC Financial Sector Spdr Transaction History

Heritage Wealth Management, LLC

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2022 Feb 13, 2023	BUY	$30.29 - $36.31 $324,557 - $389,061	10,715 Added 70.35%	25,945 $887,000
Q3 2022 Nov 14, 2022	SELL	$30.36 - $35.81 $36,037 - $42,506	-1,187 Reduced 7.23%	15,230 $462,000
Q2 2022 Aug 15, 2022	SELL	$30.84 - $38.22 $109,759 - $136,024	-3,559 Reduced 17.82%	16,417 $0
Q1 2022 Aug 15, 2022	BUY	$35.66 - $41.42 $616,561 - $716,151	17,290 Added 643.71%	19,976 $765,000
Q3 2021 Nov 10, 2021	BUY	$35.11 - $39.0 $4,739 - $5,265	135 Added 5.29%	2,686 $101,000
Q2 2021 Aug 11, 2021	BUY	$34.47 - $38.47 $310 - $346	9 Added 0.35%	2,551 $94,000
Q1 2021 Jul 16, 2021	BUY	$28.95 - $34.77 $73,590 - $88,385	2,542 New	2,542 $87,000

1,838

696M

161M

320M

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