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

114

6.53M

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