Heritage Wealth Management, LLC Ishares Tr Convertible Bond Et Transaction History

Heritage Wealth Management, LLC

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2022 Feb 13, 2023	BUY	$68.53 - $72.07 $19,325 - $20,323	282 Added 116.53%	524 $36,000
Q3 2022 Nov 14, 2022	BUY	$68.64 - $76.55 $3,294 - $3,674	48 Added 24.74%	242 $17,000
Q2 2022 Aug 15, 2022	BUY	$68.08 - $84.61 $9,258 - $11,506	136 Added 234.48%	194 $13,000
Q1 2022 Aug 15, 2022	BUY	$77.44 - $89.29 $4,491 - $5,178	58 New	58 $5,000

321

16.4M

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