Heritage Wealth Management, LLC Ishares Core High Dividend ETF Transaction History

Heritage Wealth Management, LLC

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2022 Feb 13, 2023	BUY	$93.56 - $108.19 $474,817 - $549,064	5,075 Added 1872.69%	5,346 $557,000
Q3 2022 Nov 14, 2022	SELL	$91.29 - $105.95 $16,888 - $19,600	-185 Reduced 40.57%	271 $25,000
Q2 2022 Aug 15, 2022	BUY	$97.13 - $109.92 $14,472 - $16,378	149 Added 48.53%	456 $45,000
Q1 2022 Aug 15, 2022	BUY	$100.32 - $107.96 $30,798 - $33,143	307 New	307 $33,000

800

48.3M

822K

56K

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