Heritage Wealth Management, LLC First Tr Exchange Trd Fd Ii Fi Transaction History

Heritage Wealth Management, LLC

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2022 Feb 13, 2023	BUY	$18.3 - $22.51 $7,137 - $8,778	390 Added 100.0%	780 $17,000
Q1 2022 Aug 15, 2022	SELL	$23.77 - $26.73 $13,073 - $14,701	-550 Reduced 58.51%	390 $10,000
Q1 2021 Jul 16, 2021	BUY	$21.88 - $25.46 $20,567 - $23,932	940 New	940 $24,000

135

11.5M

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