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

Heritage Wealth Management, LLC

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2022 Feb 13, 2023	BUY	$153.84 - $172.3 $24,614 - $27,568	160 Added 25.48%	788 $125,000
Q3 2022 Nov 14, 2022	SELL	$143.48 - $173.67 $16,069 - $19,451	-112 Reduced 15.14%	628 $89,000
Q2 2022 Aug 15, 2022	SELL	$153.51 - $190.46 $82,588 - $102,467	-538 Reduced 42.1%	740 $114,000
Q1 2022 Aug 15, 2022	BUY	$167.97 - $187.68 $168,641 - $188,430	1,004 Added 366.42%	1,278 $236,000
Q3 2021 Nov 10, 2021	SELL	$156.98 - $173.15 $100,624 - $110,989	-641 Reduced 70.05%	274 $44,000

Q2 2021 Aug 11, 2021	SELL	$156.44 - $177.38 $40,205 - $45,586	-257 Reduced 21.93%	915 $150,000
Q1 2021 Jul 16, 2021	BUY	$137.87 - $157.3 $161,583 - $184,355	1,172 New	1,172 $183,000

2.14M

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