Heritage Wealth Management, LLC Innovator Etfs Tr S&P Invt Gra Transaction History

Heritage Wealth Management, LLC

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2022 Feb 13, 2023	BUY	$17.6 - $19.28 $3,326 - $3,643	189 Added 100.0%	378 $6,000
Q3 2022 Nov 14, 2022	SELL	$18.64 - $21.29 $6,561 - $7,494	-352 Reduced 65.06%	189 $4,000
Q2 2022 Aug 15, 2022	SELL	$18.95 - $21.75 $650,439 - $746,547	-34,324 Reduced 98.45%	541 $10,000
Q1 2022 Aug 15, 2022	BUY	$21.06 - $23.87 $734,256 - $832,227	34,865 New	34,865 $758,000

1.92M

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