Heritage Wealth Management, LLC Ishares S&P 500 Value ETF Transaction History

Heritage Wealth Management, LLC

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2022 Feb 13, 2023	BUY	$129.68 - $151.79 $172,863 - $202,336	1,333 Added 101.21%	2,650 $384,000
Q3 2022 Nov 14, 2022	BUY	$128.52 - $150.96 $1,028 - $1,207	8 Added 0.61%	1,317 $169,000
Q2 2022 Aug 15, 2022	SELL	$133.27 - $158.52 $40,114 - $47,714	-301 Reduced 18.7%	1,309 $179,000
Q1 2022 Aug 15, 2022	BUY	$147.46 - $159.06 $28,017 - $30,221	190 Added 13.38%	1,610 $251,000
Q3 2021 Nov 10, 2021	SELL	$143.75 - $152.0 $2,012 - $2,128	-14 Reduced 0.98%	1,420 $206,000
Q2 2021 Aug 11, 2021	SELL	$142.18 - $151.25 $3,981 - $4,235	-28 Reduced 1.92%	1,434 $212,000
Q1 2021 Jul 16, 2021	BUY	$125.98 - $142.4 $184,182 - $208,188	1,462 New	1,462 $207,000

1,529

139M

91.7K

29.4K

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