Heritage Wealth Management, LLC Ishares Global Reit ETF Transaction History

Heritage Wealth Management, LLC

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2022 Feb 13, 2023	BUY	$20.39 - $23.63 $2,630 - $3,048	129 Added 100.0%	258 $5,000
Q2 2022 Aug 15, 2022	SELL	$23.38 - $29.81 $13,607 - $17,349	-582 Reduced 81.86%	129 $3,000
Q1 2022 Aug 15, 2022	SELL	$27.43 - $30.48 $91,533 - $101,711	-3,337 Reduced 82.44%	711 $21,000
Q3 2021 Nov 10, 2021	SELL	$27.41 - $29.78 $150,426 - $163,432	-5,488 Reduced 57.55%	4,048 $111,000
Q2 2021 Aug 11, 2021	SELL	$25.9 - $28.81 $121,212 - $134,830	-4,680 Reduced 32.92%	9,536 $264,000
Q1 2021 Jul 16, 2021	BUY	$23.2 - $26.09 $329,811 - $370,895	14,216 New	14,216 $362,000

294

74.6M

32.7K

13.7K

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