Heritage Wealth Management, LLC Schwab Strategic Tr Us Broad M Transaction History

Heritage Wealth Management, LLC

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2022 Feb 13, 2023	BUY	$41.94 - $47.81 $14,846 - $16,924	354 Added 100.0%	708 $31,000
Q2 2022 Aug 15, 2022	SELL	$42.93 - $53.98 $59,329 - $74,600	-1,382 Reduced 79.61%	354 $0
Q1 2022 Aug 15, 2022	BUY	$49.15 - $56.85 $76,624 - $88,629	1,559 Added 880.79%	1,736 $93,000
Q2 2021 Aug 11, 2021	BUY	$48.92 - $52.14 $8,658 - $9,228	177 New	177 $18,000

1,146

165M

188K

19.4K

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