Heritage Wealth Advisors Ishares Msci Usa Quality Facto Transaction History

Heritage Wealth Advisors

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 11, 2025	SELL	$176.42 - $186.91 $12,349 - $13,083	-70 Reduced 13.86%	435 $77,000
Q3 2024 Nov 12, 2024	BUY	$162.64 - $179.3 $82,133 - $90,546	505 New	505 $90,000
Q2 2021 Jul 27, 2021	BUY	$123.09 - $133.01 $42,219 - $45,622	343 New	343 $40,000
Q1 2021 Apr 27, 2021	SELL	$112.92 - $122.16 $38,731 - $41,900	-343 Closed	0 $0
Q2 2020 Jul 17, 2020	SELL	$77.66 - $101.43 $22,599 - $29,516	-291 Reduced 45.9%	343 $32,000
Q2 2020 Jul 17, 2020	SELL	$77.66 - $101.43 $21,744 - $28,400	-280 Reduced 30.63%	634 $32,000
Q3 2019 Oct 30, 2019	BUY	$88.14 - $94.1 $80,559 - $86,007	914 New	914 $84,000

1,651

253M

17.9K

18.1K

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