HERITAGE WEALTH MANAGEMENT, LLC – Technology Select Sector SPDR Fund Transaction History
HERITAGE WEALTH MANAGEMENT, LLC portfolio value:
$473,000
portfolio value
HERITAGE WEALTH MANAGEMENT, LLC quarter portfolio value change:
-6.56%
quarter
Technology Select Sector SPDR Fund 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +0.13% | 5 shares | -32.81K | $118.78 | 3.98K |
| Q2 2022 | share | Decrease | -8.51% | -370 shares | -185.18K | $127.12 | 3.97K |
| Q1 2022 | share | Increase | +0.21% | 9 shares | 43K | $158.93 | 4.34K |
| Q3 2021 | share | Decrease | -3.43% | -154 shares | -16K | $149.32 | 4.34K |
| Q2 2021 | share | Increase | 0.00% | 4.49K shares | 664K | $147.4 | 4.49K |