Heritage Wealth Management, LLC First Tr ETF Fd Iv First Tr Lo Transaction History

Heritage Wealth Management, LLC

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2022 Feb 13, 2023	BUY	$46.64 - $47.85 $2,565 - $2,631	55 Added 100.0%	110 $5,000
Q3 2022 Nov 14, 2022	SELL	$47.35 - $48.58 $757 - $777	-16 Reduced 22.54%	55 $3,000
Q1 2022 Aug 15, 2022	SELL	$48.85 - $50.03 $5,031 - $5,153	-103 Reduced 59.2%	71 $3,000
Q2 2021 Aug 11, 2021	SELL	$50.83 - $51.19 $5,083 - $5,119	-100 Reduced 36.5%	174 $9,000
Q1 2021 Jul 16, 2021	BUY	$51.0 - $51.58 $13,974 - $14,132	274 New	274 $14,000

423

70.2M

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