HERITAGE WEALTH MANAGEMENT, LLC – SPDR S&P 500 ETF Trust Transaction History
HERITAGE WEALTH MANAGEMENT, LLC portfolio value:
$1.03M
portfolio value
HERITAGE WEALTH MANAGEMENT, 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 | 0.00% | 0 shares | -57.78K | $357.18 | 2.90K | |
| Q2 2022 | share | Decrease | -16.30% | -565 shares | -471.22K | $377.25 | 2.90K |
| Q1 2022 | share | Increase | +84.41% | 1.58K shares | 759K | $451.64 | 3.46K |
| Q3 2021 | share | Decrease | -3.59% | -70 shares | -28K | $429.14 | 1.88K |
| Q2 2021 | share | Decrease | -14.85% | -340 shares | -73K | $426.68 | 1.95K |
| Q1 2021 | share | Increase | 0.00% | 2.29K shares | 908K | $393.75 | 2.29K |