Heritage Wealth Management, LLC Ishares Biotechnology ETF Transaction History

Heritage Wealth Management, LLC

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2022 Feb 13, 2023	BUY	$117.58 - $138.43 $174,253 - $205,153	1,482 Added 86.97%	3,186 $418,000
Q3 2022 Nov 14, 2022	SELL	$113.42 - $134.82 $26,426 - $31,413	-233 Reduced 12.03%	1,704 $199,000
Q2 2022 Aug 15, 2022	SELL	$105.82 - $134.76 $157,883 - $201,061	-1,492 Reduced 43.51%	1,937 $0
Q1 2022 Aug 15, 2022	BUY	$119.6 - $152.37 $407,477 - $519,124	3,407 Added 15486.36%	3,429 $447,000
Q3 2021 Nov 10, 2021	BUY	$158.89 - $176.21 $3,495 - $3,876	22 New	22 $4,000

1,017

37.4M

2.39M

10.2M

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