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	$79.52 - $93.19 $174,148 - $204,086	2,190 Added 100.0%	4,380 $389,000
Q2 2022 Aug 15, 2022	SELL	$80.3 - $96.15 $170,878 - $204,607	-2,128 Reduced 49.28%	2,190 $0
Q1 2022 Aug 15, 2022	SELL	$88.37 - $96.33 $300,899 - $328,003	-3,405 Reduced 44.09%	4,318 $411,000
Q3 2021 Nov 10, 2021	SELL	$88.68 - $95.22 $427,437 - $458,960	-4,820 Reduced 38.43%	7,723 $694,000
Q2 2021 Aug 11, 2021	SELL	$84.93 - $91.75 $1.09 Million - $1.18 Million	-12,850 Reduced 50.6%	12,543 $1.13 Million
Q1 2021 Jul 16, 2021	BUY	$74.97 - $84.3 $1.9 Million - $2.14 Million	25,393 New	25,393 $2.14 Million

847K

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