Heritage Wealth Management, LLC First Tr Nasdaq Clean Edge Gre Transaction History

Heritage Wealth Management, LLC

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2022 Feb 13, 2023	BUY	$45.71 - $60.75 $21,940 - $29,160	480 Added 100.0%	960 $45,000
Q2 2022 Aug 15, 2022	SELL	$46.08 - $67.28 $11,980 - $17,492	-260 Reduced 35.14%	480 $0
Q1 2022 Aug 15, 2022	BUY	$51.8 - $70.08 $38,332 - $51,859	740 New	740 $48,000

224

5.43M

31.8K

6.7K

Get notified when there are updates to the investment portfolio of Heritage Wealth Management, LLC, based on Form 13F filings with the SEC.

Stay updated on Heritage Wealth Management, LLC with notifications on news.