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

Heritage Wealth Management, LLC

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2022 Feb 13, 2023	BUY	$108.98 - $119.69 $14,385 - $15,799	132 Added 100.0%	264 $30,000
Q2 2021 Aug 11, 2021	SELL	$103.1 - $109.46 $10,000 - $10,617	-97 Reduced 42.36%	132 $14,000
Q1 2021 Jul 16, 2021	BUY	$93.39 - $103.72 $21,386 - $23,751	229 New	229 $24,000

104

2.14M

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