Heritage Wealth Management, LLC Schwab Strategic Tr Us Emergin Transaction History

Heritage Wealth Management, LLC

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2022 Feb 13, 2023	BUY	$21.59 - $24.95 $2,418 - $2,794	112 Added 100.0%	224 $5,000
Q3 2022 Nov 14, 2022	BUY	$22.4 - $25.83 $672 - $774	30 Added 36.59%	112 $3,000
Q1 2022 Aug 15, 2022	BUY	$25.61 - $30.82 $717 - $862	28 Added 51.85%	82 $2,000
Q2 2021 Aug 11, 2021	BUY	$31.06 - $33.61 $1,677 - $1,814	54 New	54 $2,000

780

141M

28.1K

200

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