Heritage Wealth Management, LLC Wisdomtree Tr Cboe S&P 500 Put Transaction History

Heritage Wealth Management, LLC

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2022 Feb 13, 2023	BUY	$29.66 - $31.11 $89,899 - $94,294	3,031 Added 92.89%	6,294 $189,000
Q3 2022 Nov 14, 2022	SELL	$29.82 - $33.32 $43,537 - $48,647	-1,460 Reduced 30.91%	3,263 $97,000
Q2 2022 Aug 15, 2022	SELL	$31.28 - $35.64 $19,768 - $22,524	-632 Reduced 11.8%	4,723 $0
Q1 2022 Aug 15, 2022	SELL	$32.81 - $35.25 $41,045 - $44,097	-1,251 Reduced 18.94%	5,355 $188,000
Q3 2021 Nov 10, 2021	SELL	$31.43 - $33.2 $27,406 - $28,950	-872 Reduced 11.66%	6,606 $215,000
Q2 2021 Aug 11, 2021	BUY	$29.95 - $31.8 $223,966 - $237,800	7,478 New	7,478 $237,000

2.08M

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