Heritage Wealth Management, LLC Invesco ETF Tr Ii Sr Ln ETF Transaction History

Heritage Wealth Management, LLC

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2022 Feb 13, 2023	BUY	$20.36 - $21.04 $5,558 - $5,743	273 Added 100.0%	546 $11,000
Q3 2022 Nov 14, 2022	SELL	$20.19 - $21.46 $9,428 - $10,021	-467 Reduced 63.11%	273 $6,000
Q2 2022 Aug 15, 2022	SELL	$20.27 - $21.94 $902,278 - $976,615	-44,513 Reduced 98.36%	740 $14,000
Q1 2022 Aug 15, 2022	BUY	$21.31 - $22.2 $225,331 - $234,742	10,574 Added 30.49%	45,253 $985,000
Q3 2021 Nov 10, 2021	BUY	$22.0 - $22.22 $85,074 - $85,924	3,867 Added 12.55%	34,679 $767,000
Q2 2021 Aug 11, 2021	BUY	$22.11 - $22.26 $681,253 - $685,875	30,812 New	30,812 $682,000

519

282M

65.1K

1.31M

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