Heritage Wealth Management, LLC Ishares Tr Core Growth Allocat Transaction History

Heritage Wealth Management, LLC

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2022 Feb 13, 2023	BUY	$44.27 - $49.42 $24,924 - $27,823	563 Added 95.91%	1,150 $54,000
Q1 2022 Aug 15, 2022	SELL	$51.69 - $57.18 $155 - $171	-3 Reduced 0.51%	587 $32,000
Q3 2021 Nov 10, 2021	SELL	$55.25 - $57.29 $21,271 - $22,056	-385 Reduced 39.49%	590 $33,000
Q1 2021 Jul 16, 2021	BUY	$52.05 - $53.97 $50,748 - $52,620	975 New	975 $52,000

366

14.4M

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