Heritage Wealth Management, LLC Invesco ETF Ii S&P Intl Dev Lo Transaction History

Heritage Wealth Management, LLC

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2022 Feb 13, 2023	BUY	$23.93 - $27.23 $7,585 - $8,631	317 Added 100.0%	634 $16,000
Q2 2022 Aug 15, 2022	SELL	$27.15 - $31.32 $27,774 - $32,040	-1,023 Reduced 76.34%	317 $8,000
Q1 2022 Aug 15, 2022	SELL	$29.55 - $32.12 $53,840 - $58,522	-1,822 Reduced 57.62%	1,340 $42,000
Q3 2021 Nov 10, 2021	SELL	$30.63 - $32.43 $149,566 - $158,355	-4,883 Reduced 60.7%	3,162 $97,000
Q2 2021 Aug 11, 2021	SELL	$30.41 - $31.66 $88,341 - $91,972	-2,905 Reduced 26.53%	8,045 $249,000
Q1 2021 Jul 16, 2021	BUY	$29.52 - $30.88 $323,244 - $338,136	10,950 New	10,950 $333,000

5.72M

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