Heritage Wealth Management, LLC Ishares 10+ Year Investment Gr Transaction History

Heritage Wealth Management, LLC

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2022 Feb 13, 2023	BUY	$45.59 - $53.26 $22,247 - $25,990	488 Added 100.0%	976 $48,000
Q3 2022 Nov 14, 2022	SELL	$47.64 - $56.13 $16,340 - $19,252	-343 Reduced 41.28%	488 $24,000
Q2 2022 Aug 15, 2022	SELL	$51.89 - $61.91 $7,887 - $9,410	-152 Reduced 15.46%	831 $44,000
Q1 2022 Aug 15, 2022	SELL	$59.3 - $68.52 $33,267 - $38,439	-561 Reduced 36.33%	983 $60,000
Q3 2021 Nov 10, 2021	SELL	$69.28 - $72.07 $68,933 - $71,709	-995 Reduced 39.19%	1,544 $107,000
Q2 2021 Aug 11, 2021	BUY	$66.4 - $70.33 $20,916 - $22,153	315 Added 14.16%	2,539 $178,000
Q1 2021 Jul 16, 2021	BUY	$65.43 - $72.48 $145,516 - $161,195	2,224 New	2,224 $148,000

192

32.8M

101K

10.5K

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