HERITAGE FINANCIAL SERVICES, LLC – SPDR S&P Dividend ETF Transaction History
HERITAGE FINANCIAL SERVICES, LLC portfolio value:
$769,000
portfolio value
HERITAGE FINANCIAL SERVICES, LLC quarter portfolio value change:
-6.06%
quarter
SPDR S&P Dividend ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | 0.00% | 0 shares | -49K | $111.5 | 6.9K | |
| Q2 2022 | share | Increase | 0.00% | 6.9K shares | 818K | $118.69 | 6.9K |