Heritage Wealth Management, LLC Ishares Tr Core Intl Aggregate Transaction History

Heritage Wealth Management, LLC

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2022 Feb 13, 2023	BUY	$47.55 - $50.18 $10,223 - $10,788	215 Added 100.0%	430 $20,000
Q3 2022 Nov 14, 2022	SELL	$47.99 - $51.59 $88,493 - $95,131	-1,844 Reduced 89.56%	215 $10,000
Q1 2022 Aug 15, 2022	BUY	$51.9 - $54.31 $81,431 - $85,212	1,569 Added 320.2%	2,059 $107,000
Q2 2021 Aug 11, 2021	SELL	$54.55 - $55.19 $9,819 - $9,934	-180 Reduced 26.87%	490 $27,000
Q1 2021 Jul 16, 2021	BUY	$54.65 - $56.18 $36,615 - $37,640	670 New	670 $37,000

381

102M

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