Heritage Wealth Management, LLC Ishares Global Fin'L ETF Transaction History

Heritage Wealth Management, LLC

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2022 Feb 13, 2023	BUY	$60.97 - $73.57 $42,679 - $51,498	700 Added 88.61%	1,490 $104,000
Q3 2022 Nov 14, 2022	SELL	$61.31 - $71.91 $3,310 - $3,883	-54 Reduced 6.4%	790 $48,000
Q2 2022 Aug 15, 2022	SELL	$64.68 - $79.93 $19,856 - $24,538	-307 Reduced 26.67%	844 $0
Q1 2022 Aug 15, 2022	SELL	$72.45 - $85.55 $15,939 - $18,821	-220 Reduced 16.05%	1,151 $91,000
Q3 2021 Nov 10, 2021	BUY	$74.07 - $80.93 $61,552 - $67,252	831 Added 153.89%	1,371 $108,000
Q2 2021 Aug 11, 2021	BUY	$74.17 - $81.68 $40,051 - $44,107	540 New	540 $42,000

125

2.03M

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