Heritage Wealth Management, LLC Proshares Short S&P500 New (De Transaction History

Heritage Wealth Management, LLC

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2022 Feb 13, 2023	BUY	$15.1 - $17.3 $1,026 - $1,176	68 Added 100.0%	136 $2,000
Q2 2022 Aug 15, 2022	SELL	$13.92 - $17.05 $821 - $1,005	-59 Reduced 46.46%	68 $0
Q3 2021 Nov 10, 2021	SELL	$14.5 - $15.5 $1,029 - $1,100	-71 Reduced 35.86%	127 $2,000
Q2 2021 Aug 11, 2021	SELL	$15.39 - $16.59 $4,617 - $4,977	-300 Reduced 60.24%	198 $3,000
Q1 2021 Jul 16, 2021	BUY	$16.76 - $18.21 $8,346 - $9,068	498 New	498 $8,000

171

26.2M

1.34M

27.5K

Get notified when there are updates to the investment portfolio of Heritage Wealth Management, LLC, based on Form 13F filings with the SEC.

Stay updated on Heritage Wealth Management, LLC with notifications on news.