Heritage Wealth Management, LLC Russell Micro Cap ETF Transaction History

Heritage Wealth Management, LLC

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2022 Feb 13, 2023	BUY	$103.28 - $114.29 $15,801 - $17,486	153 Added 100.0%	306 $32,000
Q3 2022 Nov 14, 2022	SELL	$101.64 - $126.54 $406 - $506	-4 Reduced 2.55%	153 $16,000
Q2 2022 Aug 15, 2022	SELL	$103.11 - $130.99 $14,435 - $18,338	-140 Reduced 47.14%	157 $16,000
Q1 2022 Aug 15, 2022	SELL	$119.81 - $142.34 $838 - $996	-7 Reduced 2.3%	297 $38,000
Q3 2021 Nov 10, 2021	SELL	$136.87 - $153.98 $2,053 - $2,309	-15 Reduced 4.7%	304 $44,000
Q2 2021 Aug 11, 2021	SELL	$136.95 - $157.3 $1,095 - $1,258	-8 Reduced 2.45%	319 $49,000
Q1 2021 Jul 16, 2021	BUY	$117.96 - $158.51 $38,572 - $51,832	327 New	327 $48,000

241

4.09M

13.6K

3.3K

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