Heritage Wealth Management, LLC Ishares Dj Us Tech ETF Transaction History

Heritage Wealth Management, LLC

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2022 Feb 13, 2023	BUY	$71.52 - $81.72 $55,714 - $63,659	779 Added 113.72%	1,464 $109,000
Q3 2022 Nov 14, 2022	SELL	$73.37 - $94.5 $6,529 - $8,410	-89 Reduced 11.5%	685 $50,000
Q2 2022 Aug 15, 2022	SELL	$77.53 - $105.04 $9,613 - $13,024	-124 Reduced 13.81%	774 $61,000
Q1 2022 Aug 15, 2022	SELL	$90.78 - $115.41 $37,582 - $47,779	-414 Reduced 31.55%	898 $93,000
Q3 2021 Nov 10, 2021	BUY	$98.99 - $108.87 $78,895 - $86,769	797 Added 154.76%	1,312 $133,000
Q1 2021 Jul 16, 2021	BUY	$82.45 - $93.1 $42,461 - $47,946	515 New	515 $45,000

1,149

84.4M

80.4K

33.1K

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