HERITAGE WEALTH ADVISORS – Health Care Select Sector SPDR Fund Transaction History
HERITAGE WEALTH ADVISORS portfolio value:
$621,000
portfolio value
HERITAGE WEALTH ADVISORS quarter portfolio value change:
-5.56%
quarter
Health Care Select Sector SPDR Fund 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | 0.00% | 0 shares | -36K | $121.11 | 5.12K | |
| Q2 2022 | share | 0.00% | 0 shares | -45K | $128.24 | 5.12K | |
| Q1 2022 | share | 0.00% | 0 shares | -20K | $136.99 | 5.12K | |
| Q4 2021 | share | 0.00% | 0 shares | 69.63K | $141.49 | 5.12K | |
| Q3 2021 | share | 0.00% | 0 shares | 6.91K | $127.3 | 5.12K | |
| Q2 2021 | share | 0.00% | 0 shares | 47.19K | $125.5 | 5.12K | |
| Q1 2021 | share | Increase | +8.01% | 380 shares | 60.17K | $115.88 | 5.12K |
| Q4 2020 | share | 0.00% | 0 shares | 37.60K | $112.22 | 4.74K | |
| Q3 2020 | share | 0.00% | 0 shares | 25.66K | $103.91 | 4.74K | |
| Q2 2020 | share | 0.00% | 0 shares | 54.50K | $98.18 | 4.74K | |
| Q1 2020 | share | 0.00% | 0 shares | -63K | $86.54 | 4.74K | |
| Q4 2019 | share | Decrease | -24.85% | -1.56K shares | -84.77K | $99.01 | 4.74K |
| Q3 2019 | share | Decrease | -44.64% | -5.09K shares | -488.50K | $86.68 | 6.31K |
| Q2 2019 | share | Decrease | -18.65% | -2.61K shares | -229.70K | $88.73 | 11.40K |
| Q1 2019 | share | Decrease | -31.77% | -6.52K shares | -490.79K | $87.51 | 14.01K |
| Q4 2018 | share | Increase | 0.00% | 20.54K shares | 1.77M | $82.2 | 20.54K |