Heritage Wealth Management, LLC Consumer Staples 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	$71.53 - $77.19 $486,761 - $525,277	6,805 Added 781.29%	7,676 $572,000
Q3 2022 Nov 14, 2022	BUY	N/A	198 Added 29.42%	871 $58,000
Q2 2022 Aug 15, 2022	BUY	N/A	4 Added 0.6%	673 $0
Q1 2022 Aug 15, 2022	BUY	N/A	7 Added 1.06%	669 $51,000
Q3 2021 Nov 10, 2021	SELL	N/A	-126 Reduced 15.99%	662 $46,000
Q2 2021 Aug 11, 2021	BUY	N/A	788 New	788 $55,000

1,314

172M

13.4M

18.7M

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