Heritage Wealth Management, LLC Invesco Exchange Traded Fd Tr Transaction History

Heritage Wealth Management, LLC

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2022 Feb 13, 2023	BUY	$9.26 - $46.45 $30,437 - $152,681	3,287 Added 75.13%	7,662 $72,000
Q3 2022 Nov 14, 2022	BUY	$8.58 - $43.3 $4,667 - $23,555	544 Added 14.2%	4,375 $37,000
Q2 2022 Aug 15, 2022	SELL	$9.82 - $13.14 $7,198 - $9,631	-733 Reduced 16.06%	3,831 $37,000
Q1 2022 Aug 15, 2022	SELL	$11.62 - $15.59 $2,358 - $3,164	-203 Reduced 4.26%	4,564 $59,000
Q2 2021 Aug 11, 2021	BUY	$14.85 - $16.13 $70,789 - $76,891	4,767 New	4,767 $73,000

13.5K

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