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	$21.86 - $23.37 $6,711 - $7,174	307 Added 52.66%	890 $20,000
Q2 2022 Aug 15, 2022	SELL	$24.57 - $26.34 $14,520 - $15,566	-591 Reduced 50.34%	583 $0
Q1 2022 Aug 15, 2022	SELL	$25.49 - $27.2 $2,370 - $2,529	-93 Reduced 7.34%	1,174 $30,000
Q3 2021 Nov 10, 2021	BUY	$27.6 - $28.26 $5,161 - $5,284	187 Added 17.31%	1,267 $35,000
Q2 2021 Aug 11, 2021	BUY	$27.47 - $28.88 $26,755 - $28,129	974 Added 918.87%	1,080 $30,000
Q1 2021 Jul 16, 2021	BUY	$28.08 - $28.95 $2,976 - $3,068	106 New	106 $3,000

141

23.7M

25.8K

100

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