HERITAGE WEALTH MANAGEMENT, LLC – Financial Select Sector SPDR Fund Transaction History
HERITAGE WEALTH MANAGEMENT, LLC portfolio value:
$462,000
portfolio value
HERITAGE WEALTH MANAGEMENT, LLC quarter portfolio value change:
-3.47%
quarter
Financial Select Sector SPDR Fund 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Decrease | -7.23% | -1.18K shares | -54.30K | $30.36 | 15.23K |
| Q2 2022 | share | Decrease | -17.82% | -3.55K shares | -248.69K | $31.45 | 16.41K |
| Q1 2022 | share | Increase | +643.71% | 17.29K shares | 664K | $38.32 | 19.97K |
| Q3 2021 | share | Increase | +5.29% | 135 shares | 7K | $37.53 | 2.68K |
| Q2 2021 | share | Increase | +0.35% | 9 shares | 7K | $36.53 | 2.55K |
| Q1 2021 | share | Increase | 0.00% | 2.54K shares | 87K | $33.77 | 2.54K |