HERITAGE WEALTH MANAGEMENT, LLC – SPDR Portfolio Long Term Treasury ETF Transaction History
HERITAGE WEALTH MANAGEMENT, LLC portfolio value:
$190,000
portfolio value
HERITAGE WEALTH MANAGEMENT, LLC quarter portfolio value change:
-10.37%
quarter
SPDR Portfolio Long Term Treasury ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Decrease | -21.30% | -1.73K shares | -79.58K | $29.64 | 6.41K |
| Q2 2022 | share | Decrease | -37.04% | -4.79K shares | -220.41K | $33.07 | 8.15K |
| Q1 2022 | share | Increase | +261.17% | 9.36K shares | 342K | $37.82 | 12.94K |
| Q3 2021 | share | Decrease | -25.56% | -1.23K shares | -51K | $41.12 | 3.58K |
| Q2 2021 | share | Increase | 0.00% | 4.81K shares | 199K | $40.95 | 4.81K |