HERITAGE WEALTH ADVISORS – Financial Select Sector SPDR Fund Transaction History
HERITAGE WEALTH ADVISORS portfolio value:
$522,000
portfolio value
HERITAGE WEALTH ADVISORS quarter portfolio value change:
-3.47%
quarter
Financial Select Sector SPDR Fund 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Decrease | -9.63% | -1.83K shares | -77K | $30.36 | 17.20K |
| Q2 2022 | share | Increase | +16.46% | 2.69K shares | -27K | $31.45 | 19.03K |
| Q1 2022 | share | Increase | +130.65% | 9.25K shares | 349K | $38.32 | 16.34K |
| Q4 2021 | share | 0.00% | 0 shares | 10.77K | $39.12 | 7.08K | |
| Q3 2021 | share | 0.00% | 0 shares | 5.95K | $37.53 | 7.08K | |
| Q2 2021 | share | 0.00% | 0 shares | 18.71K | $36.53 | 7.08K | |
| Q1 2021 | share | Increase | +13.81% | 860 shares | 57.31K | $33.77 | 7.08K |
| Q4 2020 | share | Increase | +433.59% | 5.06K shares | 155.91K | $29.11 | 6.22K |
| Q3 2020 | share | 0.00% | 0 shares | 1.08K | $23.64 | 1.16K | |
| Q2 2020 | share | Decrease | -88.91% | -9.36K shares | -192.16K | $22.6 | 1.16K |
| Q1 2020 | share | Increase | 0.00% | 10.52K shares | 219.17K | $20.2 | 10.52K |
| Q4 2019 | share | Decrease | -100.00% | -520 shares | -14K | $29.6 | 0 |
| Q3 2019 | share | Increase | 0.00% | 520 shares | 14K | $26.79 | 520 |
| Q1 2019 | share | Decrease | -100.00% | -63.46K shares | -1.51M | $24.35 | 0 |
| Q4 2018 | share | Increase | +1763.79% | 60.05K shares | 1.41M | $22.45 | 63.46K |
| Q3 2018 | share | Increase | 0.00% | 3.40K shares | 93K | $25.82 | 3.40K |