Heritage Wealth Advisors Ishares Tr Transaction History

Heritage Wealth Advisors

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2020 Feb 01, 2021	BUY	$81.66 - $97.19 $42,871 - $51,024	525 Added 100.0%	1,050 $102,000
Q3 2020 Nov 03, 2020	BUY	$74.42 - $87.03 $31,628 - $36,987	425 Added 425.0%	525 $43,000
Q2 2020 Jul 17, 2020	SELL	$58.74 - $81.28 $166,234 - $230,022	-2,830 Reduced 96.59%	100 $7,000
Q2 2020 Jul 17, 2020	BUY	$58.74 - $81.28 $87,816 - $121,513	1,495 Added 104.18%	2,930 $15,000
Q1 2020 May 05, 2020	SELL	$52.08 - $87.1 $3,385 - $5,661	-65 Reduced 4.33%	1,435 $89,000

Q3 2019 Oct 30, 2019	SELL	$75.18 - $80.81 $30,072 - $32,324	-400 Reduced 21.05%	1,500 $238,000
Q4 2018 Jan 28, 2019	BUY	$60.03 - $78.9 $114,057 - $149,910	1,900 New	1,900 $244,000

316

6.18M

3.6K

9.8K

Get notified when there are updates to the investment portfolio of Heritage Wealth Advisors, based on Form 13F filings with the SEC.

Stay updated on Heritage Wealth Advisors with notifications on news.