Heritage Wealth Management, LLC Ishares U.S. Consumer Staples Transaction History

Heritage Wealth Management, LLC

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2022 Feb 13, 2023	BUY	$192.66 - $210.04 $20,614 - $22,474	107 Added 100.0%	214 $43,000
Q3 2021 Nov 10, 2021	SELL	$179.59 - $188.4 $718 - $753	-4 Reduced 3.6%	107 $19,000
Q2 2021 Aug 11, 2021	SELL	$175.59 - $184.13 $1,404 - $1,473	-8 Reduced 6.72%	111 $20,000
Q1 2021 Jul 16, 2021	BUY	$165.4 - $181.87 $19,682 - $21,642	119 New	119 $21,000

241

10.1M

10.4K

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