Heritage Wealth Management, LLC Ishares Tr Fltg Rate Nt ETF Transaction History

Heritage Wealth Management, LLC

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2022 Feb 13, 2023	BUY	$50.07 - $50.42 $1.27 Million - $1.28 Million	25,299 Added 86.71%	54,476 $2.74 Million
Q3 2022 Nov 14, 2022	BUY	N/A	2,275 Added 8.46%	29,177 $1.47 Million
Q2 2022 Aug 15, 2022	SELL	N/A	-546 Reduced 1.99%	26,902 $0
Q1 2022 Aug 15, 2022	BUY	N/A	7,650 Added 38.64%	27,448 $1.39 Million
Q3 2021 Nov 10, 2021	BUY	N/A	1,705 Added 9.42%	19,798 $1.01 Million

Q2 2021 Aug 11, 2021	SELL	N/A	-5,341 Reduced 22.79%	18,093 $919,000
Q1 2021 Jul 16, 2021	BUY	N/A	23,434 New	23,434 $1.19 Million

638

97.8M

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