Heritage Wealth Management, LLC Ishares Trust Ishares Usd Gre Transaction History

Heritage Wealth Management, LLC

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2022 Feb 13, 2023	BUY	$44.42 - $47.05 $52,415 - $55,519	1,180 Added 99.33%	2,368 $108,000
Q3 2022 Nov 14, 2022	SELL	$45.19 - $48.91 $4,338 - $4,695	-96 Reduced 7.48%	1,188 $54,000
Q2 2022 Aug 15, 2022	SELL	$46.75 - $50.46 $10,051 - $10,848	-215 Reduced 14.34%	1,284 $0
Q1 2022 Aug 15, 2022	BUY	$49.9 - $54.04 $24,001 - $25,993	481 Added 47.25%	1,499 $76,000
Q3 2021 Nov 10, 2021	BUY	$54.75 - $56.03 $10,566 - $10,813	193 Added 23.39%	1,018 $56,000
Q2 2021 Aug 11, 2021	BUY	$53.99 - $54.92 $7,612 - $7,743	141 Added 20.61%	825 $45,000
Q1 2021 Jul 16, 2021	BUY	$54.52 - $56.31 $37,291 - $38,516	684 New	684 $37,000

119

6.27M

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

Stay updated on Heritage Wealth Management, LLC with notifications on news.