Heritage Wealth Management, LLC Ishares Tr Transaction History

Heritage Wealth Management, LLC

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2022 Feb 13, 2023	BUY	$46.92 - $169.19 $6,287 - $22,671	134 Added 558.33%	158 $24,000
Q1 2022 Aug 15, 2022	SELL	$55.98 - $67.65 $1,511 - $1,826	-27 Reduced 52.94%	24 $4,000
Q3 2021 Nov 10, 2021	SELL	$59.43 - $64.96 $1,069 - $1,169	-18 Reduced 26.09%	51 $10,000
Q2 2021 Aug 11, 2021	SELL	$57.88 - $63.59 $9,955 - $10,937	-172 Reduced 71.37%	69 $13,000
Q1 2021 Jul 16, 2021	BUY	$48.45 - $58.92 $11,676 - $14,199	241 New	241 $41,000

251

12.6M

9.2K

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