HERITAGE WEALTH MANAGEMENT, LLC – SPDR Dow Jones Industrial Average ETF Trust Transaction History
HERITAGE WEALTH MANAGEMENT, LLC portfolio value:
$178,000
portfolio value
HERITAGE WEALTH MANAGEMENT, LLC quarter portfolio value change:
-6.67%
quarter
SPDR Dow Jones Industrial Average ETF Trust 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | 0.00% | 0 shares | -13.15K | $287.3 | 621 | |
| Q2 2022 | share | 0.00% | 0 shares | -23.84K | $307.82 | 621 | |
| Q1 2022 | share | Increase | +3.50% | 21 shares | 12K | $346.83 | 621 |
| Q3 2021 | share | 0.00% | 0 shares | -4K | $337.51 | 600 | |
| Q2 2021 | share | 0.00% | 0 shares | 9K | $342.63 | 600 | |
| Q1 2021 | share | Increase | 0.00% | 600 shares | 198K | $326.69 | 600 |