Heritage Wealth Management, LLC Schwab Strategic U.S. Mid Cap Transaction History

Heritage Wealth Management, LLC

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2022 Feb 13, 2023	BUY	$61.05 - $69.94 $23,504 - $26,926	385 Added 100.0%	770 $50,000
Q3 2022 Nov 14, 2022	SELL	$60.5 - $72.51 $32,730 - $39,227	-541 Reduced 58.42%	385 $23,000
Q2 2022 Aug 15, 2022	SELL	$60.91 - $76.4 $200,393 - $251,356	-3,290 Reduced 78.04%	926 $0
Q1 2022 Aug 15, 2022	SELL	$70.66 - $80.89 $164,637 - $188,473	-2,330 Reduced 35.59%	4,216 $320,000
Q3 2021 Nov 10, 2021	SELL	$74.65 - $80.95 $320,472 - $347,518	-4,293 Reduced 39.61%	6,546 $502,000
Q2 2021 Aug 11, 2021	BUY	$74.64 - $79.12 $809,022 - $857,581	10,839 New	10,839 $848,000

950

108M

8.1K

3.6K

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