Heritage Wealth Management, LLC Select Sector Spdr Consumer Di Transaction History

Heritage Wealth Management, LLC

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2022 Feb 13, 2023	BUY	$126.26 - $147.57 $89,265 - $104,331	707 Added 100.57%	1,410 $182,000
Q3 2022 Nov 14, 2022	SELL	$140.01 - $172.97 $2,940 - $3,632	-21 Reduced 2.9%	703 $100,000
Q2 2022 Aug 15, 2022	BUY	$134.63 - $189.39 $134 - $189	1 Added 0.14%	724 $0
Q1 2022 Aug 15, 2022	BUY	$163.19 - $210.31 $3,916 - $5,047	24 Added 3.43%	723 $134,000
Q3 2021 Nov 10, 2021	SELL	$175.93 - $185.89 $17,768 - $18,774	-101 Reduced 12.63%	699 $125,000
Q2 2021 Aug 11, 2021	BUY	$166.65 - $179.87 $133,320 - $143,896	800 New	800 $143,000

1,297

76.8M

7.35M

18M

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