HERITAGE WEALTH MANAGEMENT, LLC – ProShares S&P 500 Dividend Aristocrats ETF Transaction History
HERITAGE WEALTH MANAGEMENT, LLC portfolio value:
$264,000
portfolio value
HERITAGE WEALTH MANAGEMENT, LLC quarter portfolio value change:
-6.33%
quarter
ProShares S&P 500 Dividend Aristocrats ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | 0.00% | 0 shares | -18.02K | $79.96 | 3.30K | |
| Q2 2022 | share | 0.00% | 0 shares | -31.97K | $85.36 | 3.30K | |
| Q1 2022 | share | 0.00% | 0 shares | 21K | $94.91 | 3.30K | |
| Q3 2021 | share | 0.00% | 0 shares | -6K | $88.53 | 3.30K | |
| Q2 2021 | share | 0.00% | 0 shares | 14K | $90.22 | 3.30K | |
| Q1 2021 | share | Increase | 0.00% | 3.30K shares | 285K | $85.45 | 3.30K |