Heritage Wealth Management, LLC Spdr S&P Emerging Markets Smal Transaction History

Heritage Wealth Management, LLC

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2022 Feb 13, 2023	BUY	$44.86 - $51.01 $4,127 - $4,692	92 Added 100.0%	184 $9,000
Q3 2022 Nov 14, 2022	SELL	$45.33 - $51.0 $4,397 - $4,947	-97 Reduced 51.32%	92 $4,000
Q2 2022 Aug 15, 2022	SELL	$48.46 - $58.2 $23,115 - $27,761	-477 Reduced 71.62%	189 $0
Q1 2022 Aug 15, 2022	SELL	$53.14 - $59.56 $18,811 - $21,084	-354 Reduced 34.71%	666 $38,000
Q3 2021 Nov 10, 2021	SELL	$57.29 - $61.58 $100,887 - $108,442	-1,761 Reduced 63.32%	1,020 $60,000
Q2 2021 Aug 11, 2021	BUY	$55.66 - $61.48 $154,790 - $170,975	2,781 New	2,781 $171,000

181

8.6M

3.6K

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