Heritage Wealth Management, LLC Ishares Tr Transaction History

Heritage Wealth Management, LLC

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2022 Feb 13, 2023	BUY	$52.54 - $58.03 $2,732 - $3,017	52 Added 100.0%	104 $5,000
Q2 2022 Aug 15, 2022	SELL	$57.32 - $74.48 $9,400 - $12,214	-164 Reduced 75.93%	52 $3,000
Q1 2022 Aug 15, 2022	SELL	$64.57 - $75.32 $67,927 - $79,236	-1,052 Reduced 82.97%	216 $15,000
Q3 2021 Nov 10, 2021	SELL	$65.42 - $71.71 $102,643 - $112,512	-1,569 Reduced 55.3%	1,268 $83,000
Q2 2021 Aug 11, 2021	SELL	$58.78 - $67.05 $69,948 - $79,789	-1,190 Reduced 29.55%	2,837 $185,000

Q1 2021 Jul 16, 2021	BUY	$51.49 - $58.47 $207,350 - $235,458	4,027 New	4,027 $233,000

358

22M

7.5K

700

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