HERITAGE WEALTH MANAGEMENT, LLC – SPDR Portfolio Intermediate Term Corporate Bond ETF Transaction History
HERITAGE WEALTH MANAGEMENT, LLC portfolio value:
$340,000
portfolio value
HERITAGE WEALTH MANAGEMENT, LLC quarter portfolio value change:
-4.01%
quarter
SPDR Portfolio Intermediate Term Corporate Bond ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Decrease | -17.63% | -2.32K shares | -89.93K | $31.32 | 10.85K |
| Q2 2022 | share | Decrease | -7.78% | -1.11K shares | -58.06K | $32.63 | 13.17K |
| Q1 2022 | share | Decrease | -30.70% | -6.32K shares | -265K | $34.15 | 14.28K |
| Q3 2021 | share | Decrease | -31.64% | -9.54K shares | -354K | $36.38 | 20.61K |
| Q2 2021 | share | Increase | 0.00% | 30.15K shares | 1.10M | $36.43 | 30.15K |