Heritage Wealth Management, LLC Ishares Msci Usa Size Factor E Transaction History

Heritage Wealth Management, LLC

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2022 Feb 13, 2023	BUY	$103.98 - $120.71 $16,532 - $19,192	159 Added 45.56%	508 $57,000
Q3 2022 Nov 14, 2022	SELL	$104.24 - $126.57 $7,922 - $9,619	-76 Reduced 17.88%	349 $36,000
Q2 2022 Aug 15, 2022	SELL	$105.98 - $131.35 $4,133 - $5,122	-39 Reduced 8.41%	425 $0
Q1 2022 Aug 15, 2022	SELL	$121.99 - $137.72 $83,807 - $94,613	-687 Reduced 59.69%	464 $60,000
Q3 2021 Nov 10, 2021	SELL	$125.92 - $135.14 $91,921 - $98,652	-730 Reduced 38.81%	1,151 $147,000
Q2 2021 Aug 11, 2021	SELL	$121.36 - $129.63 $228,278 - $243,834	-1,881 Reduced 50.0%	1,881 $243,000
Q1 2021 Jul 16, 2021	BUY	$109.42 - $121.99 $411,638 - $458,926	3,762 New	3,762 $452,000

1.67M

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