Heritage Wealth Management, LLC Kraneshares Tr Quadratic Int R Transaction History

Heritage Wealth Management, LLC

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2022 Feb 13, 2023	BUY	$22.12 - $23.24 $6,790 - $7,134	307 Added 52.66%	890 $20,000
Q2 2022 Aug 15, 2022	SELL	N/A	-591 Reduced 50.34%	583 $0
Q1 2022 Aug 15, 2022	SELL	N/A	-93 Reduced 7.34%	1,174 $30,000
Q3 2021 Nov 10, 2021	BUY	N/A	187 Added 17.31%	1,267 $35,000
Q2 2021 Aug 11, 2021	BUY	N/A	974 Added 918.87%	1,080 $30,000

Q1 2021 Jul 16, 2021	BUY	N/A	106 New	106 $3,000

131

28.8M

300

8.2K

Get notified when there are updates to the investment portfolio of Heritage Wealth Management, LLC, based on Form 13F filings with the SEC.

Stay updated on Heritage Wealth Management, LLC with notifications on news.