Heritage Wealth Management, LLC Ishares Iboxx $ Investment Gra Transaction History

Heritage Wealth Management, LLC

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2022 Feb 13, 2023	BUY	$99.2 - $110.03 $2,579 - $2,860	26 Added 100.0%	52 $5,000
Q3 2022 Nov 14, 2022	SELL	$101.44 - $114.61 $4,970 - $5,615	-49 Reduced 65.33%	26 $3,000
Q2 2022 Aug 15, 2022	SELL	$107.41 - $121.51 $496,019 - $561,133	-4,618 Reduced 98.4%	75 $8,000
Q1 2022 Aug 15, 2022	BUY	$118.44 - $131.22 $126,020 - $139,618	1,064 Added 29.32%	4,693 $568,000
Q3 2021 Nov 10, 2021	BUY	$133.03 - $136.33 $55,340 - $56,713	416 Added 12.95%	3,629 $483,000
Q2 2021 Aug 11, 2021	BUY	$129.85 - $134.36 $71,027 - $73,494	547 Added 20.52%	3,213 $432,000
Q1 2021 Jul 16, 2021	BUY	$128.44 - $137.43 $342,421 - $366,388	2,666 New	2,666 $347,000

1,183

247M

39.5M

38.7M

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