Heritage Wealth Management, LLC Wisdomtree Yield Enhanced U.S. Transaction History

Heritage Wealth Management, LLC

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2022 Feb 13, 2023	BUY	N/A	119 Added 100.0%	238 $0
Q3 2022 Nov 14, 2022	SELL	N/A	-15 Reduced 11.19%	119 $6,000
Q1 2022 Aug 15, 2022	SELL	N/A	-108 Reduced 44.63%	134 $6,000
Q3 2021 Nov 10, 2021	SELL	N/A	-28 Reduced 10.37%	242 $12,000
Q2 2021 Aug 11, 2021	BUY	N/A	270 New	270 $14,000

574K

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