Heritage Wealth Management, LLC Ishares Tr Core Moderate Alloc Transaction History

Heritage Wealth Management, LLC

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2022 Feb 13, 2023	BUY	$36.07 - $39.57 $10,784 - $11,831	299 Added 70.35%	724 $27,000
Q3 2022 Nov 14, 2022	SELL	$36.57 - $40.81 $1,279 - $1,428	-35 Reduced 7.61%	425 $16,000
Q2 2022 Aug 15, 2022	SELL	$38.3 - $43.06 $88,970 - $100,028	-2,323 Reduced 83.47%	460 $17,000
Q1 2022 Aug 15, 2022	BUY	$41.74 - $45.45 $76,592 - $83,400	1,835 Added 193.57%	2,783 $120,000
Q3 2021 Nov 10, 2021	SELL	$44.74 - $45.93 $31,496 - $32,334	-704 Reduced 42.62%	948 $42,000
Q2 2021 Aug 11, 2021	SELL	$43.8 - $45.14 $116,507 - $120,072	-2,660 Reduced 61.69%	1,652 $74,000
Q1 2021 Jul 16, 2021	BUY	$42.87 - $44.08 $184,855 - $190,072	4,312 New	4,312 $188,000

251

11.3M

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