Heritage Wealth Management, LLC Ishares Tr Msci Eafe Small Cap Transaction History

Heritage Wealth Management, LLC

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2022 Feb 13, 2023	BUY	$48.03 - $57.76 $14,457 - $17,385	301 Added 100.0%	602 $34,000
Q2 2022 Aug 15, 2022	SELL	$54.29 - $67.38 $10,858 - $13,476	-200 Reduced 39.92%	301 $16,000
Q1 2022 Aug 15, 2022	SELL	$61.01 - $73.65 $1,403 - $1,693	-23 Reduced 4.39%	501 $33,000
Q1 2021 Jul 16, 2021	BUY	$68.09 - $73.16 $35,679 - $38,335	524 New	524 $38,000

744

95.3M

13.7K

6.6K

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