Heritage Wealth Management, LLC Ishares Tr Ishares Core Msci E Transaction History

Heritage Wealth Management, LLC

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2022 Feb 13, 2023	BUY	$39.22 - $49.15 $71,654 - $89,797	1,827 Added 90.94%	3,836 $182,000
Q3 2022 Nov 14, 2022	SELL	$38.94 - $47.98 $9,345 - $11,515	-240 Reduced 10.67%	2,009 $79,000
Q2 2022 Aug 15, 2022	SELL	$44.4 - $54.03 $14,252 - $17,343	-321 Reduced 12.49%	2,249 $0
Q1 2022 Aug 15, 2022	SELL	$47.29 - $58.81 $2,269 - $2,822	-48 Reduced 1.83%	2,570 $137,000
Q3 2021 Nov 10, 2021	SELL	$55.75 - $60.04 $47,554 - $51,214	-853 Reduced 24.58%	2,618 $147,000
Q2 2021 Aug 11, 2021	SELL	$54.85 - $59.82 $24,737 - $26,978	-451 Reduced 11.5%	3,471 $199,000
Q1 2021 Jul 16, 2021	BUY	$50.79 - $54.42 $199,198 - $213,435	3,922 New	3,922 $212,000

325

52.5M

500

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