Heritage Wealth Management, LLC Ishares Barclays 1 3 Year Trea Transaction History

Heritage Wealth Management, LLC

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2022 Feb 13, 2023	BUY	$80.6 - $81.52 $839,126 - $848,704	10,411 Added 94.6%	21,416 $1.74 Million
Q3 2022 Nov 14, 2022	BUY	$81.04 - $83.06 $202,194 - $207,234	2,495 Added 29.32%	11,005 $894,000
Q2 2022 Aug 15, 2022	BUY	$81.97 - $83.48 $697,318 - $710,164	8,507 Added 283566.66%	8,510 $704,000
Q3 2021 Nov 10, 2021	SELL	$86.09 - $86.31 $4,821 - $4,833	-56 Reduced 94.92%	3 $0
Q2 2021 Aug 11, 2021	SELL	$86.11 - $86.32 $36,338 - $36,427	-422 Reduced 87.73%	59 $5,000
Q1 2021 Jul 16, 2021	BUY	$86.21 - $86.4 $41,467 - $41,558	481 New	481 $41,000

1,212

233M

466K

196K

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