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

Heritage Wealth Management, LLC

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2022 Feb 13, 2023	BUY	$269.89 - $296.18 $36,705 - $40,280	136 Added 19.88%	820 $236,000
Q3 2022 Nov 14, 2022	SELL	$254.08 - $292.23 $30,743 - $35,359	-121 Reduced 15.03%	684 $172,000
Q2 2022 Aug 15, 2022	SELL	$254.1 - $315.41 $121,713 - $151,081	-479 Reduced 37.31%	805 $215,000
Q1 2022 Aug 15, 2022	BUY	$286.24 - $317.79 $367,532 - $408,042	1,284 New	1,284 $393,000

201

13.2M

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