Heritage Wealth Management, LLC Hartford Multifactor Developed Transaction History

Heritage Wealth Management, LLC

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2022 Feb 13, 2023	BUY	$21.52 - $25.59 $35,637 - $42,377	1,656 Added 92.1%	3,454 $85,000
Q3 2022 Nov 14, 2022	SELL	$21.66 - $26.01 $8,664 - $10,404	-400 Reduced 18.2%	1,798 $39,000
Q2 2022 Aug 15, 2022	SELL	$24.89 - $29.35 $2,389 - $2,817	-96 Reduced 4.18%	2,198 $0
Q1 2022 Aug 15, 2022	SELL	$27.12 - $30.49 $86,295 - $97,019	-3,182 Reduced 58.11%	2,294 $67,000
Q3 2021 Nov 10, 2021	SELL	$30.1 - $31.87 $101,196 - $107,146	-3,362 Reduced 38.04%	5,476 $165,000
Q2 2021 Aug 11, 2021	SELL	$30.02 - $31.92 $298,668 - $317,572	-9,949 Reduced 52.96%	8,838 $271,000
Q1 2021 Jul 16, 2021	BUY	$28.2 - $30.0 $529,793 - $563,610	18,787 New	18,787 $558,000

114

32.3M

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