Heritage Wealth Management, LLC Pimco ETF Tr Enhanced Sht Matu Transaction History

Heritage Wealth Management, LLC

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2022 Feb 13, 2023	BUY	$98.19 - $99.0 $673,288 - $678,843	6,857 Added 93.94%	14,156 $1.4 Million
Q2 2022 Aug 15, 2022	SELL	$99.0 - $100.08 $13,761 - $13,911	-139 Reduced 1.87%	7,299 $0
Q1 2022 Aug 15, 2022	SELL	$100.07 - $101.54 $11,107 - $11,270	-111 Reduced 1.47%	7,438 $745,000
Q3 2021 Nov 10, 2021	SELL	$101.91 - $102.02 $16,407 - $16,425	-161 Reduced 2.09%	7,549 $769,000
Q2 2021 Aug 11, 2021	BUY	$101.87 - $102.03 $785,417 - $786,651	7,710 New	7,710 $786,000

711

90.3M

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.