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

Heritage Wealth Management, LLC

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2022 Feb 13, 2023	BUY	$56.73 - $63.56 $2,723 - $3,050	48 Added 100.0%	96 $5,000
Q2 2022 Aug 15, 2022	SELL	$58.13 - $77.8 $17,497 - $23,417	-301 Reduced 86.25%	48 $2,000
Q1 2022 Aug 15, 2022	BUY	$68.33 - $84.32 $20,567 - $25,380	301 Added 627.08%	349 $27,000
Q1 2021 Jul 16, 2021	BUY	$61.43 - $67.25 $2,948 - $3,228	48 New	48 $3,000

1,765

428M

281K

217K

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