Heritage Wealth Management, LLC Industrial 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	$84.74 - $102.33 $68,215 - $82,375	805 Added 100.88%	1,603 $157,000
Q3 2022 Nov 14, 2022	BUY	$82.84 - $100.53 $248 - $301	3 Added 0.38%	798 $66,000
Q2 2022 Aug 15, 2022	SELL	$85.56 - $102.18 $5,048 - $6,028	-59 Reduced 6.91%	795 $0
Q1 2022 Aug 15, 2022	SELL	$95.6 - $107.05 $2,676 - $2,997	-28 Reduced 3.17%	854 $88,000
Q3 2021 Nov 10, 2021	BUY	$97.84 - $105.53 $293 - $316	3 Added 0.34%	882 $86,000
Q2 2021 Aug 11, 2021	BUY	$98.78 - $105.53 $86,827 - $92,760	879 New	879 $90,000

1,397

143M

20.8M

27.6M

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