Heritage Wealth Management, LLC Goldman Sachs ETF Tr Access In Transaction History

Heritage Wealth Management, LLC

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2022 Feb 13, 2023	BUY	$47.59 - $50.01 $16,656 - $17,503	350 Added 100.0%	700 $33,000
Q1 2022 Aug 15, 2022	SELL	$55.65 - $58.49 $1,224 - $1,286	-22 Reduced 5.91%	350 $20,000
Q3 2021 Nov 10, 2021	SELL	$57.45 - $58.94 $1,493 - $1,532	-26 Reduced 6.53%	372 $21,000
Q2 2021 Aug 11, 2021	SELL	$56.46 - $57.78 $790 - $808	-14 Reduced 3.4%	398 $23,000
Q1 2021 Jul 16, 2021	BUY	$56.01 - $57.66 $23,076 - $23,755	412 New	412 $23,000

1.9M

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