Heritage Wealth Management, LLC Invesco S&P 500 Equal Weight E Transaction History

Heritage Wealth Management, LLC

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2022 Feb 13, 2023	BUY	$128.02 - $149.03 $227,619 - $264,975	1,778 Added 95.18%	3,646 $514,000
Q1 2022 Aug 15, 2022	SELL	$148.26 - $164.2 $4,892 - $5,418	-33 Reduced 1.74%	1,868 $295,000
Q3 2021 Nov 10, 2021	BUY	$146.61 - $157.39 $24,044 - $25,811	164 Added 9.44%	1,901 $285,000
Q2 2021 Aug 11, 2021	SELL	$143.08 - $152.26 $44,068 - $46,896	-308 Reduced 15.06%	1,737 $262,000
Q1 2021 Jul 16, 2021	BUY	$125.7 - $142.8 $257,056 - $292,026	2,045 New	2,045 $290,000

1,828

231M

2.45M

9.88M

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