HERITAGE WEALTH MANAGEMENT, LLC – SPDR Portfolio S&P 500 ETF Transaction History
HERITAGE WEALTH MANAGEMENT, LLC portfolio value:
$1.84M
portfolio value
HERITAGE WEALTH MANAGEMENT, LLC quarter portfolio value change:
-5.30%
quarter
SPDR Portfolio S&P 500 ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Decrease | -14.01% | -7.17K shares | -421.63K | $41.99 | 43.99K |
| Q2 2022 | share | Decrease | -5.05% | -2.72K shares | -594.36K | $44.34 | 51.16K |
| Q1 2022 | share | Decrease | -18.21% | -12.00K shares | -462K | $53.13 | 53.88K |
| Q3 2021 | share | Decrease | -17.30% | -13.78K shares | -685K | $50.46 | 65.88K |
| Q2 2021 | share | Increase | 0.00% | 79.66K shares | 4.01M | $50.18 | 79.66K |