Heritage Wealth Management, LLC Schwab Strategic Tr 5 10 Yr C Transaction History

Heritage Wealth Management, LLC

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2022 Feb 13, 2023	BUY	$40.96 - $44.32 $33,423 - $36,165	816 Added 100.0%	1,632 $70,000
Q3 2022 Nov 14, 2022	SELL	$41.61 - $46.11 $23,676 - $26,236	-569 Reduced 41.08%	816 $34,000
Q2 2022 Aug 15, 2022	SELL	$43.49 - $47.85 $3,827 - $4,210	-88 Reduced 5.97%	1,385 $0
Q1 2022 Aug 15, 2022	SELL	$47.33 - $51.36 $42,691 - $46,326	-902 Reduced 37.98%	1,473 $70,000
Q3 2021 Nov 10, 2021	SELL	$52.2 - $53.14 $120,425 - $122,593	-2,307 Reduced 49.27%	2,375 $124,000
Q2 2021 Aug 11, 2021	BUY	$51.28 - $52.56 $240,092 - $246,085	4,682 New	4,682 $246,000

195

19.3M

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