HERITAGE WEALTH MANAGEMENT, LLC – SPDR SSGA US Large Cap Low Volatility Index ETF Transaction History
HERITAGE WEALTH MANAGEMENT, LLC portfolio value:
$283,000
portfolio value
HERITAGE WEALTH MANAGEMENT, LLC quarter portfolio value change:
-5.77%
quarter
SPDR SSGA US Large Cap Low Volatility Index ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Decrease | -16.11% | -441 shares | -75.54K | $123.39 | 2.29K |
| Q2 2022 | share | Decrease | -7.31% | -216 shares | -65.45K | $130.95 | 2.73K |
| Q1 2022 | share | Decrease | -1.04% | -31 shares | 26K | $143.68 | 2.95K |
| Q3 2021 | share | Decrease | -21.18% | -802 shares | -106K | $133.4 | 2.98K |
| Q2 2021 | share | Decrease | -8.04% | -331 shares | -12K | $132.62 | 3.78K |
| Q1 2021 | share | Increase | 0.00% | 4.11K shares | 516K | $124.27 | 4.11K |