HERITAGE WEALTH ADVISORS – Technology Select Sector SPDR Fund Transaction History
HERITAGE WEALTH ADVISORS portfolio value:
$2.28M
portfolio value
HERITAGE WEALTH ADVISORS quarter portfolio value change:
-6.56%
quarter
Technology Select Sector SPDR Fund 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Decrease | -1.04% | -201 shares | -185K | $118.78 | 19.19K |
| Q2 2022 | share | Increase | +5.56% | 1.02K shares | -455K | $127.12 | 19.39K |
| Q1 2022 | share | Decrease | -54.34% | -21.86K shares | -4.07M | $158.93 | 18.37K |
| Q4 2021 | share | 0.00% | 0 shares | 987.67K | $174.72 | 40.23K | |
| Q3 2021 | share | Decrease | -0.02% | -8 shares | 65.60K | $149.32 | 40.23K |
| Q2 2021 | share | Decrease | -28.19% | -15.79K shares | -1.50M | $147.4 | 40.23K |
| Q1 2021 | share | 0.00% | 0 shares | 156.14K | $132.33 | 56.03K | |
| Q4 2020 | share | Increase | +55936.00% | 55.93K shares | 7.27M | $129.29 | 56.03K |
| Q3 2020 | share | Decrease | -54.55% | -120 shares | -11.31K | $115.77 | 100 |
| Q2 2020 | share | Decrease | -26.67% | -80 shares | -1.12K | $103.43 | 220 |
| Q1 2020 | share | 0.00% | 0 shares | -3.39K | $79.34 | 300 | |
| Q4 2019 | share | 0.00% | 0 shares | 3.50K | $90.02 | 300 | |
| Q3 2019 | share | Decrease | -3.54% | -11 shares | -270 | $78.83 | 300 |
| Q2 2019 | share | 0.00% | 0 shares | 1.25K | $76.15 | 311 | |
| Q1 2019 | share | 0.00% | 0 shares | 4.01K | $71.95 | 311 | |
| Q4 2018 | share | Increase | 0.00% | 311 shares | 19K | $60.07 | 311 |