Heritage Wealth Management, LLC Ishares Russell Mid Cap ETF Transaction History

Heritage Wealth Management, LLC

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2022 Feb 13, 2023	BUY	$62.09 - $71.89 $2,731 - $3,163	44 Added 100.0%	88 $5,000
Q3 2022 Nov 14, 2022	BUY	$62.15 - $74.82 $994 - $1,197	16 Added 57.14%	44 $3,000
Q2 2022 Aug 15, 2022	SELL	$62.75 - $78.76 $47,501 - $59,621	-757 Reduced 96.43%	28 $1,000
Q1 2022 Aug 15, 2022	BUY	$72.29 - $82.89 $56,747 - $65,068	785 New	785 $61,000

1,410

341M

130K

26.6K

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