Heritage Wealth Management, LLC Ishares Core S&P Total U.S. St Transaction History

Heritage Wealth Management, LLC

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2022 Feb 13, 2023	BUY	$79.44 - $90.48 $1,588 - $1,809	20 Added 100.0%	40 $3,000
Q2 2022 Aug 15, 2022	SELL	$80.96 - $102.19 $38,941 - $49,153	-481 Reduced 96.01%	20 $1,000
Q1 2022 Aug 15, 2022	SELL	$93.09 - $107.63 $76,985 - $89,010	-827 Reduced 62.27%	501 $51,000
Q3 2021 Nov 10, 2021	SELL	$97.33 - $103.96 $15,670 - $16,737	-161 Reduced 10.81%	1,328 $131,000
Q1 2021 Jul 16, 2021	BUY	$85.12 - $92.58 $126,743 - $137,851	1,489 New	1,489 $136,000

1,377

303M

58.9K

20K

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