Heritage Wealth Management, LLC Jp Morgan ETF Tr Ultra Short I Transaction History

Heritage Wealth Management, LLC

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2022 Feb 13, 2023	BUY	$50.0 - $50.25 $1,300 - $1,306	26 Added 40.63%	90 $4,000
Q1 2022 Aug 15, 2022	SELL	$50.22 - $50.49 $1,255 - $1,262	-25 Reduced 28.09%	64 $3,000
Q3 2021 Nov 10, 2021	SELL	$50.69 - $50.74 $101 - $101	-2 Reduced 2.2%	89 $5,000
Q2 2021 Aug 11, 2021	BUY	$50.71 - $50.77 $4,614 - $4,620	91 New	91 $5,000

1,044

344M

4.68K

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