Heritage Wealth Management, LLC Ishares S&P Smallcap 600 Value Transaction History

Heritage Wealth Management, LLC

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2022 Feb 13, 2023	BUY	$84.57 - $97.98 $32,644 - $37,820	386 Added 227.06%	556 $50,000
Q3 2022 Nov 14, 2022	BUY	$82.45 - $101.32 $3,957 - $4,863	48 Added 39.34%	170 $14,000
Q2 2022 Aug 15, 2022	BUY	$86.2 - $103.37 $9,309 - $11,163	108 Added 771.43%	122 $0
Q1 2022 Aug 15, 2022	SELL	$97.08 - $107.22 $194 - $214	-2 Reduced 12.5%	14 $1,000
Q1 2021 Jul 16, 2021	BUY	$80.37 - $107.94 $1,285 - $1,727	16 New	16 $2,000

803

39.4M

15.5K

5.6K

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