Heritage Wealth Advisors Ishares Tr Ishares Core Msci E Transaction History

Heritage Wealth Advisors

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2023 Feb 09, 2024	BUY	$47.22 - $55.32 $151,245 - $177,189	3,203 New	3,203 $176,000
Q1 2022 May 11, 2022	SELL	$47.29 - $58.81 $23,645 - $29,405	-500 Reduced 43.48%	650 $35,000
Q4 2021 Feb 02, 2022	BUY	$55.82 - $59.86 $27,910 - $29,930	500 Added 76.92%	1,150 $0
Q3 2020 Nov 03, 2020	BUY	$43.04 - $46.81 $27,976 - $30,426	650 New	650 $0

325

52.5M

500

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