HERITAGE FINANCIAL SERVICES, LLC – SPDR DoubleLine Total Return Tactical ETF Transaction History
HERITAGE FINANCIAL SERVICES, LLC portfolio value:
$823,000
portfolio value
HERITAGE FINANCIAL SERVICES, LLC quarter portfolio value change:
-4.74%
quarter
SPDR DoubleLine Total Return Tactical ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Decrease | -45.85% | -17.34K shares | -772K | $40.18 | 20.48K |
| Q2 2022 | share | Increase | 0.00% | 37.83K shares | 1.59M | $42.18 | 37.83K |