Heritage Wealth Management, LLC Ishares Tr Core Conservative A Transaction History

Heritage Wealth Management, LLC

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2022 Feb 13, 2023	BUY	$32.15 - $34.82 $14,146 - $15,320	440 Added 100.0%	880 $29,000
Q3 2022 Nov 14, 2022	SELL	$32.47 - $35.96 $45,458 - $50,344	-1,400 Reduced 76.09%	440 $14,000
Q1 2022 Aug 15, 2022	SELL	$36.82 - $39.84 $736 - $796	-20 Reduced 1.08%	1,840 $69,000
Q3 2021 Nov 10, 2021	SELL	$39.5 - $40.38 $1,185 - $1,211	-30 Reduced 1.59%	1,860 $73,000
Q1 2021 Jul 16, 2021	BUY	$38.23 - $39.22 $72,254 - $74,125	1,890 New	1,890 $73,000

166

4.76M

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