Heritage Wealth Management, LLC Invesco Et Self Idxd Fd Tr Bul Transaction History

Heritage Wealth Management, LLC

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2022 Aug 15, 2022	SELL	$21.16 - $21.27 $6,051 - $6,083	-286 Reduced 5.84%	4,614 $97,000
Q1 2022 Aug 15, 2022	SELL	$21.24 - $21.4 $94,008 - $94,716	-4,426 Reduced 47.46%	4,900 $104,000
Q3 2021 Nov 10, 2021	SELL	$21.52 - $21.61 $77,084 - $77,407	-3,582 Reduced 27.75%	9,326 $201,000
Q2 2021 Aug 11, 2021	BUY	$21.59 - $21.67 $64,640 - $64,879	2,994 Added 30.2%	12,908 $279,000
Q1 2021 Jul 16, 2021	BUY	$21.63 - $21.75 $214,439 - $215,629	9,914 New	9,914 $215,000

246K

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