Heritage Wealth Management, LLC Schwab Strategic Us Tips ETF Transaction History

Heritage Wealth Management, LLC

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2022 Feb 13, 2023	BUY	$51.47 - $53.83 $91,462 - $95,655	1,777 Added 42.35%	5,973 $309,000
Q3 2022 Nov 14, 2022	SELL	$51.8 - $57.88 $75,628 - $84,504	-1,460 Reduced 25.81%	4,196 $217,000
Q2 2022 Aug 15, 2022	BUY	$55.59 - $60.15 $5,058 - $5,473	91 Added 1.64%	5,656 $0
Q1 2022 Aug 15, 2022	BUY	$59.94 - $62.99 $275,004 - $288,998	4,588 Added 469.6%	5,565 $338,000
Q3 2021 Nov 10, 2021	BUY	$62.25 - $63.89 $53,721 - $55,137	863 Added 757.02%	977 $61,000
Q2 2021 Aug 11, 2021	BUY	$61.03 - $62.53 $6,957 - $7,128	114 New	114 $7,000

685

155M

60.2K

1.3K

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