Heritage Wealth Management, LLC Blackrock Short Maturity Bond Transaction History

Heritage Wealth Management, LLC

$200 Million
Q1 2024

A detailed history of Heritage Wealth Management, LLC transactions in Blackrock Short Maturity Bond stock. As of the latest transaction made, Heritage Wealth Management, LLC holds 12,173 shares of NEAR stock, worth $610,232. This represents 0.31% of its overall portfolio holdings.

Number of Shares

12,173

Previous 12,154 0.16%

Holding current value

$610,232

Previous $614,000 -0.0%

% of portfolio

0.31%

Previous 0.33%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 Apr 25, 2024	BUY	$50.23 - $50.75 $954 - $964	19 Added 0.16%	12,173 $614,000
Q4 2023 Feb 06, 2024	SELL	$49.7 - $50.52 $2.44 Million - $2.48 Million	-49,056 Reduced 80.14%	12,154 $614,000
Q4 2022 Feb 13, 2023	BUY	$49.03 - $49.3 $1.46 Million - $1.47 Million	29,746 Added 94.54%	61,210 $3.02 Million
Q3 2022 Nov 14, 2022	BUY	N/A	2,397 Added 8.25%	31,464 $1.55 Million
Q2 2022 Aug 15, 2022	BUY	N/A	4,551 Added 18.56%	29,067 $0

Q1 2022 Aug 15, 2022	BUY	N/A	3,692 Added 17.73%	24,516 $1.22 Million
Q3 2021 Nov 10, 2021	SELL	N/A	-105 Reduced 0.5%	20,824 $1.04 Million
Q2 2021 Aug 11, 2021	BUY	N/A	1,080 Added 5.44%	20,929 $1.05 Million
Q1 2021 Jul 16, 2021	BUY	N/A	19,849 New	19,849 $996,000

Others Institutions Holding NEAR

# of Institutions

348

Shares Held

40.6M

Call Options Held

Put Options Held

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About BLACKROCK SHORT MATURITY BOND

Ticker NEAR
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Heritage Wealth Management, LLC Blackrock Short Maturity Bond Transaction History