Heritage Wealth Management, LLC Ishares Tr Dow Jones Us Medica Transaction History

Heritage Wealth Management, LLC

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2022 Feb 13, 2023	BUY	$47.29 - $54.28 $73,772 - $84,676	1,560 Added 95.59%	3,192 $167,000
Q3 2022 Nov 14, 2022	SELL	$47.07 - $55.56 $7,907 - $9,334	-168 Reduced 9.33%	1,632 $77,000
Q2 2022 Aug 15, 2022	SELL	$47.65 - $62.2 $1,143 - $1,492	-24 Reduced 1.32%	1,800 $90,000
Q1 2022 Aug 15, 2022	SELL	$55.84 - $65.41 $122,736 - $143,771	-2,198 Reduced 54.65%	1,824 $111,000
Q3 2021 Nov 10, 2021	BUY	$60.41 - $67.15 $175,793 - $195,406	2,910 Added 261.69%	4,022 $252,000
Q2 2021 Aug 11, 2021	SELL	$55.06 - $60.62 $46,856 - $51,587	-851 Reduced 43.35%	1,112 $401,000
Q1 2021 Jul 16, 2021	BUY	$52.97 - $58.45 $103,980 - $114,737	1,963 New	1,963 $648,000

621

36.8M

311K

1.15M

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