Heritage Wealth Management, LLC Ishares Inc Jp Morgan Em Local Transaction History

Heritage Wealth Management, LLC

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2022 Nov 14, 2022	BUY	$32.26 - $35.03 $11,484 - $12,470	356 New	356 $12,000
Q2 2022 Aug 15, 2022	SELL	$33.79 - $37.01 $3,547 - $3,886	-105 Closed	0 $0
Q1 2022 Aug 15, 2022	SELL	$36.1 - $40.12 $11,299 - $12,557	-313 Reduced 74.88%	105 $4,000
Q3 2021 Nov 10, 2021	SELL	$42.29 - $43.75 $530,232 - $548,537	-12,538 Reduced 96.77%	418 $18,000
Q2 2021 Aug 11, 2021	BUY	$42.67 - $44.57 $552,832 - $577,448	12,956 New	12,956 $566,000

6.23M

Get notified when there are updates to the investment portfolio of Heritage Wealth Management, LLC, based on Form 13F filings with the SEC.

Stay updated on Heritage Wealth Management, LLC with notifications on news.