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

6.07M

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