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

Heritage Wealth Management, LLC

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2022 Feb 13, 2023	BUY	$20.28 - $20.56 $44,210 - $44,820	2,180 Added 100.0%	4,360 $89,000
Q1 2022 Aug 15, 2022	SELL	$21.0 - $21.81 $101,430 - $105,342	-4,830 Reduced 68.9%	2,180 $46,000
Q3 2021 Nov 10, 2021	SELL	$22.09 - $22.22 $3,534 - $3,555	-160 Reduced 2.23%	7,010 $155,000
Q1 2021 Jul 16, 2021	BUY	$22.13 - $22.39 $158,672 - $160,536	7,170 New	7,170 $159,000

378

107M

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