Heritage Wealth Management, LLC Ishares Esg Aware Msci Usa Sma Transaction History

Heritage Wealth Management, LLC

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2022 Feb 13, 2023	BUY	$31.03 - $35.26 $216,558 - $246,079	6,979 Added 99.6%	13,986 $459,000
Q3 2022 Nov 14, 2022	SELL	$30.47 - $36.87 $13,589 - $16,444	-446 Reduced 5.98%	7,007 $215,000
Q2 2022 Aug 15, 2022	SELL	$30.34 - $38.42 $18,750 - $23,743	-618 Reduced 7.66%	7,453 $234,000
Q1 2022 Aug 15, 2022	BUY	$35.57 - $40.83 $113,681 - $130,492	3,196 Added 65.56%	8,071 $307,000
Q3 2021 Nov 10, 2021	BUY	$37.66 - $40.76 $28,395 - $30,733	754 Added 18.3%	4,875 $190,000
Q2 2021 Aug 11, 2021	BUY	$38.02 - $40.93 $44,863 - $48,297	1,180 Added 40.12%	4,121 $166,000
Q1 2021 Jul 16, 2021	BUY	$33.7 - $40.38 $99,111 - $118,757	2,941 New	2,941 $113,000

399

33.5M

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