Heritage Wealth Management, LLC Iq Merger Arbitrage ETF Transaction History

Heritage Wealth Management, LLC

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2022 Feb 13, 2023	BUY	$31.01 - $31.82 $4,124 - $4,232	133 Added 100.0%	266 $8,000
Q3 2022 Nov 14, 2022	SELL	$30.87 - $32.13 $13,150 - $13,687	-426 Reduced 76.21%	133 $4,000
Q1 2022 Aug 15, 2022	SELL	$31.5 - $32.22 $28,854 - $29,513	-916 Reduced 62.1%	559 $18,000
Q3 2021 Nov 10, 2021	SELL	$32.85 - $33.6 $35,905 - $36,724	-1,093 Reduced 42.56%	1,475 $48,000
Q2 2021 Aug 11, 2021	SELL	$33.0 - $33.79 $120,384 - $123,265	-3,648 Reduced 58.69%	2,568 $86,000
Q1 2021 Jul 16, 2021	BUY	$32.33 - $33.67 $200,963 - $209,292	6,216 New	6,216 $205,000

5.84M

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.