Heritage Wealth Management, LLC Ishares Tr Fallen Angels Usd B Transaction History

Heritage Wealth Management, LLC

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2022 Feb 13, 2023	BUY	$23.7 - $25.22 $125,562 - $133,615	5,298 Added 87.89%	11,326 $278,000
Q3 2022 Nov 14, 2022	SELL	$23.9 - $26.1 $118,066 - $128,934	-4,940 Reduced 45.04%	6,028 $144,000
Q2 2022 Aug 15, 2022	SELL	$24.32 - $27.85 $1,191 - $1,364	-49 Reduced 0.44%	10,968 $0
Q1 2022 Aug 15, 2022	BUY	$27.07 - $29.9 $107,305 - $118,523	3,964 Added 56.2%	11,017 $306,000
Q3 2021 Nov 10, 2021	BUY	$29.85 - $30.44 $83,639 - $85,292	2,802 Added 65.91%	7,053 $212,000
Q2 2021 Aug 11, 2021	BUY	$29.21 - $29.96 $43,698 - $44,820	1,496 Added 54.3%	4,251 $127,000
Q1 2021 Jul 16, 2021	BUY	$28.73 - $29.69 $79,151 - $81,795	2,755 New	2,755 $81,000

292

46.4M

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