Heritage Wealth Management, LLC Invesco ETF Tr Ii Pfd ETF Transaction History

Heritage Wealth Management, LLC

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2022 Feb 13, 2023	BUY	$11.02 - $12.07 $77,140 - $84,490	7,000 Added 100.0%	14,000 $156,000
Q3 2022 Nov 14, 2022	SELL	$11.72 - $13.41 $35,160 - $40,230	-3,000 Reduced 30.0%	7,000 $83,000
Q2 2022 Aug 15, 2022	SELL	$11.99 - $13.5 $35,970 - $40,500	-3,000 Reduced 23.08%	10,000 $123,000
Q3 2021 Nov 10, 2021	SELL	$14.93 - $15.37 $14,930 - $15,370	-1,000 Reduced 7.14%	13,000 $195,000
Q2 2021 Aug 11, 2021	BUY	$14.87 - $15.32 $208,180 - $214,480	14,000 New	14,000 $214,000

508

175M

14.4K

200

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