Heritage Wealth Management, LLC Select Sector Spdr Fund Health Transaction History

Heritage Wealth Management, LLC

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2022 Feb 13, 2023	BUY	$121.85 - $140.1 $161,938 - $186,192	1,329 Added 96.03%	2,713 $368,000
Q3 2022 Nov 14, 2022	BUY	$121.11 - $134.29 $11,263 - $12,488	93 Added 7.2%	1,384 $168,000
Q2 2022 Aug 15, 2022	SELL	$119.89 - $142.83 $5,395 - $6,427	-45 Reduced 3.37%	1,291 $0
Q1 2022 Aug 15, 2022	BUY	$126.55 - $139.44 $4,176 - $4,601	33 Added 2.53%	1,336 $183,000
Q3 2021 Nov 10, 2021	SELL	$127.07 - $136.85 $3,685 - $3,968	-29 Reduced 2.18%	1,303 $166,000
Q2 2021 Aug 11, 2021	BUY	$116.39 - $126.03 $155,031 - $167,871	1,332 New	1,332 $168,000

1,856

194M

8.49M

10.4M

Get notified when there are updates to the investment portfolio of Heritage Wealth Management, LLC, based on Form 13F filings with the SEC.

Stay updated on Heritage Wealth Management, LLC with notifications on news.