Heritage Wealth Management, LLC Invesco Exchange Traded Fd Tr Transaction History

Heritage Wealth Management, LLC

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2022 Feb 13, 2023	BUY	$86.24 - $93.19 $188,865 - $204,086	2,190 Added 100.0%	4,380 $389,000
Q2 2022 Aug 15, 2022	SELL	N/A	-2,128 Reduced 49.28%	2,190 $0
Q1 2022 Aug 15, 2022	SELL	N/A	-3,405 Reduced 44.09%	4,318 $411,000
Q3 2021 Nov 10, 2021	SELL	N/A	-4,820 Reduced 38.43%	7,723 $694,000
Q2 2021 Aug 11, 2021	SELL	N/A	-12,850 Reduced 50.6%	12,543 $1.13 Million

Q1 2021 Jul 16, 2021	BUY	N/A	25,393 New	25,393 $2.14 Million

1.23M

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