Heritage Wealth Management (Arizona)’s SPDR S&P Kensho Final Frontiers ETF ROKT Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2022 Q4	$49.2K	Buy	1,250 +625	+100%	+$24.6K	0.01%	501
2022 Q3	$21K	Hold	625	–	–	0.01%	522
2022 Q2	$22K	Sell	625 -75	-11%	-$2.64K	0.01%	529
2022 Q1	$29K	Buy	+700	New	+$29K	0.01%	545