Heritage Wealth Management, LLC Spdr Tr Ser Spdr S&P Semicondu Transaction History

Heritage Wealth Management, LLC

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2022 Feb 13, 2023	BUY	$143.14 - $185.87 $78,440 - $101,856	548 Added 100.0%	1,096 $183,000
Q3 2022 Nov 14, 2022	SELL	$146.01 - $192.21 $1,022 - $1,345	-7 Reduced 1.26%	548 $83,000
Q2 2022 Aug 15, 2022	SELL	$151.34 - $207.13 $4,086 - $5,592	-27 Reduced 4.64%	555 $0
Q1 2022 Aug 15, 2022	SELL	$181.29 - $248.38 $14,503 - $19,870	-80 Reduced 12.08%	582 $121,000
Q1 2021 Jul 16, 2021	BUY	$166.63 - $200.8 $110,309 - $132,929	662 New	662 $121,000

223

4.28M

31.3K

25.3K

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