HERITAGE WEALTH ADVISORS – SPDR S&P Bank ETF Transaction History
HERITAGE WEALTH ADVISORS portfolio value:
$420,000
portfolio value
HERITAGE WEALTH ADVISORS quarter portfolio value change:
+0.93%
quarter
SPDR S&P Bank ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | 0.00% | 0 shares | 4K | $44.29 | 9.48K | |
| Q2 2022 | share | 0.00% | 0 shares | -81K | $43.88 | 9.48K | |
| Q1 2022 | share | Decrease | -74.24% | -27.34K shares | -1.51M | $52.35 | 9.48K |
| Q4 2021 | share | 0.00% | 0 shares | 60.77K | $54.58 | 36.83K | |
| Q3 2021 | share | Decrease | -28.38% | -14.59K shares | -690.45K | $52.91 | 36.83K |
| Q2 2021 | share | 0.00% | 0 shares | -28.79K | $51.05 | 51.42K | |
| Q1 2021 | share | 0.00% | 0 shares | 516.92K | $51.37 | 51.42K | |
| Q4 2020 | share | Increase | 0.00% | 51.42K shares | 2.15M | $41.15 | 51.42K |