Heritage Wealth Management, LLC First Tr Fd Dow Jones Transaction History

Heritage Wealth Management, LLC

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2022 Feb 13, 2023	BUY	$116.11 - $135.9 $60,377 - $70,668	520 Added 57.78%	1,420 $174,000
Q3 2022 Nov 14, 2022	BUY	$125.09 - $155.93 $8,381 - $10,447	67 Added 8.04%	900 $114,000
Q2 2022 Aug 15, 2022	SELL	$122.23 - $195.51 $21,512 - $34,409	-176 Reduced 17.44%	833 $105,000
Q1 2022 Aug 15, 2022	SELL	$162.73 - $226.47 $11,553 - $16,079	-71 Reduced 6.57%	1,009 $189,000
Q3 2021 Nov 10, 2021	SELL	$235.18 - $252.25 $10,112 - $10,846	-43 Reduced 3.83%	1,080 $255,000
Q2 2021 Aug 11, 2021	SELL	$210.08 - $246.6 $13,865 - $16,275	-66 Reduced 5.55%	1,123 $275,000
Q1 2021 Jul 16, 2021	BUY	$206.49 - $243.18 $245,516 - $289,141	1,189 New	1,189 $259,000

545

16.3M

91.2K

79.6K

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