Heritage Wealth Management, LLC Ishares Russell 2000 Gwt ETF Transaction History

Heritage Wealth Management, LLC

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2022 Feb 13, 2023	BUY	$205.84 - $231.03 $5,557 - $6,237	27 Added 100.0%	54 $11,000
Q3 2022 Nov 14, 2022	SELL	$202.93 - $248.43 $1,217 - $1,490	-6 Reduced 18.18%	27 $6,000
Q1 2022 Aug 15, 2022	SELL	$234.1 - $296.68 $3,043 - $3,856	-13 Reduced 28.26%	33 $8,000
Q2 2021 Aug 11, 2021	SELL	$278.74 - $313.3 $557 - $626	-2 Reduced 4.17%	46 $14,000
Q1 2021 Jul 16, 2021	BUY	$282.5 - $336.63 $13,560 - $16,158	48 New	48 $14,000

1,055

32.3M

178K

176K

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