Heritage Wealth Management, LLC Ishares Russell 3000 ETF Transaction History

Heritage Wealth Management, LLC

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2022 Feb 13, 2023	BUY	$206.89 - $235.47 $17,171 - $19,544	83 Added 100.0%	166 $36,000
Q2 2022 Aug 15, 2022	SELL	$210.65 - $265.31 $43,183 - $54,388	-205 Reduced 71.18%	83 $0
Q1 2022 Aug 15, 2022	BUY	$242.02 - $279.09 $45,499 - $52,468	188 Added 188.0%	288 $76,000
Q2 2021 Aug 11, 2021	SELL	$240.32 - $256.01 $720 - $768	-3 Reduced 2.91%	100 $26,000
Q1 2021 Jul 16, 2021	BUY	$220.59 - $239.53 $22,720 - $24,671	103 New	103 $24,000

852

26.8M

19.5K

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