Heritage Wealth Management, LLC Agf Invts Tr Agfiq Us Mkt Neut Transaction History

Heritage Wealth Management, LLC

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2022 Feb 13, 2023	BUY	$19.63 - $21.59 $86,784 - $95,449	4,421 Added 90.72%	9,294 $197,000
Q3 2022 Nov 14, 2022	SELL	$18.42 - $21.73 $24,995 - $29,487	-1,357 Reduced 21.78%	4,873 $99,000
Q2 2022 Aug 15, 2022	BUY	$17.99 - $21.78 $7,663 - $9,278	426 Added 7.34%	6,230 $135,000
Q1 2022 Aug 15, 2022	SELL	$17.6 - $19.4 $3,150 - $3,472	-179 Reduced 2.99%	5,804 $106,000
Q3 2021 Nov 10, 2021	SELL	$16.72 - $17.68 $25,798 - $27,280	-1,543 Reduced 20.5%	5,983 $102,000
Q2 2021 Aug 11, 2021	SELL	$16.44 - $17.5 $64,674 - $68,845	-3,934 Reduced 34.33%	7,526 $127,000
Q1 2021 Jul 16, 2021	BUY	$16.51 - $19.58 $189,204 - $224,386	11,460 New	11,460 $196,000

11.2M

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