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	$93.42 - $107.06 $180,394 - $206,732	1,931 Added 89.27%	4,094 $396,000
Q3 2022 Nov 14, 2022	SELL	N/A	-620 Reduced 22.28%	2,163 $204,000
Q2 2022 Aug 15, 2022	SELL	N/A	-195 Reduced 6.55%	2,783 $0
Q1 2022 Aug 15, 2022	SELL	N/A	-42 Reduced 1.39%	2,978 $414,000
Q3 2021 Nov 10, 2021	SELL	N/A	-748 Reduced 19.85%	3,020 $472,000

Q2 2021 Aug 11, 2021	BUY	N/A	3,768 New	3,768 $599,000

139

2.41M

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