HERITAGE WEALTH ADVISORS – Utilities Select Sector SPDR Fund Transaction History
HERITAGE WEALTH ADVISORS portfolio value:
$1.40M
portfolio value
HERITAGE WEALTH ADVISORS quarter portfolio value change:
-6.59%
quarter
Utilities Select Sector SPDR Fund 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Decrease | -0.20% | -43 shares | -102K | $65.51 | 21.45K |
| Q2 2022 | share | Decrease | -0.40% | -86 shares | -99K | $70.13 | 21.50K |
| Q1 2022 | share | Decrease | -38.98% | -13.79K shares | -925K | $74.46 | 21.58K |
| Q4 2021 | share | Increase | +7.22% | 2.38K shares | 424.63K | $71.33 | 35.37K |
| Q3 2021 | share | Increase | +2.19% | 707 shares | 66.18K | $63.88 | 32.99K |
| Q2 2021 | share | Decrease | -4.29% | -1.44K shares | -118.72K | $62.75 | 32.28K |
| Q1 2021 | share | Increase | +108.60% | 17.56K shares | 1.14M | $63.07 | 33.73K |
| Q4 2020 | share | Increase | +134.43% | 9.27K shares | 604.41K | $61.3 | 16.17K |
| Q3 2020 | share | Increase | +17.95% | 1.05K shares | 79.6K | $57.56 | 6.89K |
| Q2 2020 | share | Increase | +6.02% | 332 shares | 24.36K | $54.23 | 5.84K |
| Q1 2020 | share | Decrease | -38.38% | -3.43K shares | -272.77K | $52.81 | 5.51K |
| Q4 2019 | share | Increase | +34.66% | 2.30K shares | 148.39K | $60.95 | 8.95K |
| Q3 2019 | share | Increase | +1741.27% | 6.28K shares | 408.48K | $60.59 | 6.64K |
| Q2 2019 | share | Increase | 0.00% | 361 shares | 21.51K | $55.38 | 361 |