HERITAGE FINANCIAL SERVICES, LLC – SPDR S&P 500 ETF Trust Transaction History
HERITAGE FINANCIAL SERVICES, LLC portfolio value:
$618,000
portfolio value
HERITAGE FINANCIAL SERVICES, LLC quarter portfolio value change:
-5.32%
quarter
SPDR S&P 500 ETF Trust 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Decrease | -3.89% | -70 shares | -61K | $357.18 | 1.73K |
| Q2 2022 | share | Increase | 0.00% | 1.80K shares | 679K | $377.25 | 1.80K |