Heritage Wealth Management, LLC I Shares Silver Trust Transaction History

Heritage Wealth Management, LLC

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2022 Feb 13, 2023	BUY	$16.81 - $22.24 $267,010 - $353,260	15,884 Added 85.34%	34,496 $759,000
Q3 2022 Nov 14, 2022	SELL	$16.38 - $19.17 $11,122 - $13,016	-679 Reduced 3.52%	18,612 $326,000
Q2 2022 Aug 15, 2022	SELL	$18.64 - $23.87 $2,143 - $2,745	-115 Reduced 0.59%	19,291 $359,000
Q1 2022 Aug 15, 2022	BUY	$20.51 - $24.45 $277,254 - $330,515	13,518 Added 229.59%	19,406 $444,000
Q3 2021 Nov 10, 2021	BUY	$19.95 - $24.55 $1,915 - $2,356	96 Added 1.66%	5,888 $121,000
Q2 2021 Aug 11, 2021	SELL	$23.04 - $26.19 $921 - $1,047	-40 Reduced 0.69%	5,792 $140,000
Q1 2021 Jul 16, 2021	BUY	$22.26 - $26.76 $129,820 - $156,064	5,832 New	5,832 $132,000

1,071

139M

172M

61.6M

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