HERITAGE WEALTH ADVISORS – SPDR Dow Jones Industrial Average ETF Trust Transaction History
HERITAGE WEALTH ADVISORS portfolio value:
$215,000
portfolio value
HERITAGE WEALTH ADVISORS quarter portfolio value change:
-6.67%
quarter
SPDR Dow Jones Industrial Average ETF Trust 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | 0.00% | 0 shares | -16K | $287.3 | 749 | |
| Q2 2022 | share | Decrease | -5.07% | -40 shares | -43K | $307.82 | 749 |
| Q1 2022 | share | 0.00% | 0 shares | -13K | $346.83 | 789 | |
| Q4 2021 | share | 0.00% | 0 shares | 19.74K | $364.07 | 789 | |
| Q3 2021 | share | Decrease | -3.66% | -30 shares | -15.60K | $337.51 | 789 |
| Q2 2021 | share | Increase | +112.18% | 433 shares | 155.06K | $342.63 | 819 |
| Q1 2021 | share | 0.00% | 0 shares | 9.44K | $326.69 | 386 | |
| Q4 2020 | share | 0.00% | 0 shares | 10.88K | $301.24 | 386 | |
| Q3 2020 | share | 0.00% | 0 shares | 7.57K | $272.12 | 386 | |
| Q2 2020 | share | Decrease | -11.47% | -50 shares | 3.95K | $251.52 | 386 |
| Q1 2020 | share | Decrease | -18.35% | -98 shares | -56.65K | $212.68 | 436 |
| Q4 2019 | share | Increase | +168.34% | 335 shares | 99.24K | $274.83 | 534 |
| Q3 2019 | share | 0.00% | 0 shares | 96 | $258.05 | 199 | |
| Q2 2019 | share | 0.00% | 0 shares | 1.33K | $254.04 | 199 | |
| Q1 2019 | share | 0.00% | 0 shares | 5.56K | $246.27 | 199 | |
| Q3 2018 | share | Increase | 0.00% | 199 shares | 52K | $248.47 | 199 |