Heritage Wealth Management, LLC Spdr Series Trust Spdr Nyse Te Transaction History

Heritage Wealth Management, LLC

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2022 Feb 13, 2023	BUY	$90.06 - $107.06 $173,905 - $206,732	1,931 Added 89.27%	4,094 $396,000
Q3 2022 Nov 14, 2022	SELL	$94.12 - $120.75 $58,354 - $74,865	-620 Reduced 22.28%	2,163 $204,000
Q2 2022 Aug 15, 2022	SELL	$100.82 - $142.58 $19,659 - $27,803	-195 Reduced 6.55%	2,783 $0
Q1 2022 Aug 15, 2022	SELL	$119.72 - $167.66 $5,028 - $7,041	-42 Reduced 1.39%	2,978 $414,000
Q3 2021 Nov 10, 2021	SELL	$152.97 - $166.59 $114,421 - $124,609	-748 Reduced 19.85%	3,020 $472,000
Q2 2021 Aug 11, 2021	BUY	$136.68 - $159.37 $515,010 - $600,506	3,768 New	3,768 $599,000

156

2.3M

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