Heritage Wealth Management, LLC Schwab Strategic Tr 1 5 Yr C Transaction History

Heritage Wealth Management, LLC

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2022 Feb 13, 2023	BUY	$45.76 - $47.27 $283,986 - $293,357	6,206 Added 97.89%	12,546 $588,000
Q3 2022 Nov 14, 2022	SELL	$46.13 - $48.23 $19,374 - $20,256	-420 Reduced 6.21%	6,340 $294,000
Q2 2022 Aug 15, 2022	SELL	$46.81 - $48.49 $70,917 - $73,462	-1,515 Reduced 18.31%	6,760 $0
Q1 2022 Aug 15, 2022	SELL	$48.35 - $50.5 $33,603 - $35,097	-695 Reduced 7.75%	8,275 $402,000
Q3 2021 Nov 10, 2021	BUY	$51.05 - $51.3 $24,146 - $24,264	473 Added 5.57%	8,970 $458,000
Q2 2021 Aug 11, 2021	BUY	$50.92 - $51.3 $198,180 - $199,659	3,892 Added 84.52%	8,497 $435,000
Q1 2021 Jul 16, 2021	BUY	$50.81 - $51.4 $233,980 - $236,697	4,605 New	4,605 $235,000

115

6.89M

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