Heritage Wealth Management, LLC First Trust Nyse Arca Biotechn Transaction History

Heritage Wealth Management, LLC

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2022 Feb 13, 2023	BUY	$132.87 - $159.04 $43,581 - $52,165	328 Added 100.0%	656 $101,000
Q3 2022 Nov 14, 2022	SELL	$128.6 - $149.75 $385 - $449	-3 Reduced 0.91%	328 $43,000
Q2 2022 Aug 15, 2022	SELL	$123.32 - $155.54 $7,029 - $8,865	-57 Reduced 14.69%	331 $0
Q1 2022 Aug 15, 2022	SELL	$137.27 - $163.07 $7,138 - $8,479	-52 Reduced 11.82%	388 $58,000
Q3 2021 Nov 10, 2021	SELL	$164.82 - $176.04 $2,637 - $2,816	-16 Reduced 3.51%	440 $73,000
Q2 2021 Aug 11, 2021	SELL	$157.67 - $176.2 $5,676 - $6,343	-36 Reduced 7.32%	456 $79,000
Q1 2021 Jul 16, 2021	BUY	$156.06 - $184.84 $76,781 - $90,941	492 New	492 $79,000

276

3.69M

5.3K

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