Heritage Wealth Advisors Ishares Core S&P U.S Growth Et Transaction History

Heritage Wealth Advisors

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2021 Aug 09, 2021	SELL	$91.91 - $101.16 $429,679 - $472,923	-4,675 Reduced 89.9%	525 $53,000
Q2 2021 Jul 27, 2021	BUY	$91.91 - $101.16 $238,966 - $263,016	2,600 Added 100.0%	5,200 $461,000
Q1 2021 Apr 27, 2021	SELL	$85.7 - $93.77 $222,820 - $243,802	-2,600 Reduced 50.0%	2,600 $236,000
Q2 2020 Jul 17, 2020	BUY	$54.68 - $72.85 $282,640 - $376,561	5,169 Added 16674.19%	5,200 $373,000
Q2 2020 Jul 17, 2020	SELL	$54.68 - $72.85 $282,640 - $376,561	-5,169 Reduced 99.4%	31 $373,000
Q3 2017 Nov 07, 2017	BUY	$49.89 - $50.48 $259,428 - $262,496	5,200	5,200 $262,000

726

113M

3.9K

3.1K

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