Heritage Wealth Management, LLC Fidelity Covington Tr Msci Inf Transaction History

Heritage Wealth Management, LLC

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2022 Feb 13, 2023	BUY	$88.99 - $103.33 $127,878 - $148,485	1,437 Added 97.29%	2,914 $275,000
Q3 2022 Nov 14, 2022	SELL	$90.93 - $115.63 $8,092 - $10,291	-89 Reduced 5.68%	1,477 $134,000
Q2 2022 Aug 15, 2022	SELL	$93.52 - $125.2 $12,625 - $16,902	-135 Reduced 7.94%	1,566 $151,000
Q1 2022 Aug 15, 2022	SELL	$108.47 - $136.53 $141,444 - $178,035	-1,304 Reduced 43.39%	1,701 $209,000
Q3 2021 Nov 10, 2021	SELL	$117.35 - $126.82 $195,739 - $211,535	-1,668 Reduced 35.69%	3,005 $356,000
Q2 2021 Aug 11, 2021	SELL	$103.96 - $118.18 $286,721 - $325,940	-2,758 Reduced 37.11%	4,673 $550,000
Q1 2021 Jul 16, 2021	BUY	$100.32 - $112.48 $745,477 - $835,838	7,431 New	7,431 $787,000

471

15.1M

18K

4.9K

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