HERITAGE WEALTH MANAGEMENT, LLC – SPDR NYSE Technology ETF Transaction History
HERITAGE WEALTH MANAGEMENT, LLC portfolio value:
$204,000
portfolio value
HERITAGE WEALTH MANAGEMENT, LLC quarter portfolio value change:
-8.68%
quarter
SPDR NYSE Technology ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Decrease | -22.28% | -620 shares | -82.84K | $94.12 | 2.16K |
| Q2 2022 | share | Decrease | -6.55% | -195 shares | -127.15K | $103.07 | 2.78K |
| Q1 2022 | share | Decrease | -1.39% | -42 shares | -58K | $139.01 | 2.97K |
| Q3 2021 | share | Decrease | -19.85% | -748 shares | -127K | $156.41 | 3.02K |
| Q2 2021 | share | Increase | 0.00% | 3.76K shares | 599K | $158.96 | 3.76K |