Heritage Wealth Management, LLC Schwab Strategic Tr Us Small C Transaction History

Heritage Wealth Management, LLC

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2022 Feb 13, 2023	BUY	$38.25 - $43.54 $128,902 - $146,729	3,370 Added 85.02%	7,334 $297,000
Q3 2022 Nov 14, 2022	SELL	$37.65 - $45.9 $9,977 - $12,163	-265 Reduced 6.27%	3,964 $150,000
Q2 2022 Aug 15, 2022	SELL	$37.88 - $48.01 $234,212 - $296,845	-6,183 Reduced 59.38%	4,229 $0
Q1 2022 Aug 15, 2022	BUY	$44.42 - $51.73 $147,474 - $171,743	3,320 Added 46.81%	10,412 $493,000
Q3 2021 Nov 10, 2021	SELL	$48.3 - $52.49 $159,390 - $173,217	-3,300 Reduced 31.76%	7,092 $710,000
Q2 2021 Aug 11, 2021	BUY	$48.39 - $52.91 $502,868 - $549,840	10,392 New	10,392 $1.08 Million

1,135

233M

44.7K

32.4K

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