Heritage Wealth Management, LLC Ishares Trust Ishares Pfd And Transaction History

Heritage Wealth Management, LLC

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2022 Feb 13, 2023	BUY	$29.96 - $32.28 $191,983 - $206,850	6,408 Added 94.65%	13,178 $402,000
Q2 2022 Aug 15, 2022	SELL	$32.02 - $36.26 $13,416 - $15,192	-419 Reduced 5.83%	6,770 $222,000
Q1 2022 Aug 15, 2022	SELL	$34.86 - $39.14 $30,293 - $34,012	-869 Reduced 10.78%	7,189 $262,000
Q3 2021 Nov 10, 2021	BUY	$38.55 - $39.48 $30,994 - $31,741	804 Added 11.08%	8,058 $313,000
Q2 2021 Aug 11, 2021	SELL	$37.96 - $39.34 $32,531 - $33,714	-857 Reduced 10.57%	7,254 $285,000
Q1 2021 Jul 16, 2021	BUY	$37.15 - $38.46 $301,323 - $311,949	8,111 New	8,111 $311,000

1,100

188M

167K

797K

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