Heritage Wealth Management, LLC Ishares Short Term National Mu Transaction History

Heritage Wealth Management, LLC

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2022 Feb 13, 2023	BUY	$102.5 - $104.49 $15,477 - $15,777	151 Added 99.34%	303 $31,000
Q1 2022 Aug 15, 2022	SELL	$104.46 - $107.34 $3,342 - $3,434	-32 Reduced 17.39%	152 $16,000
Q3 2021 Nov 10, 2021	SELL	$107.57 - $108.06 $36,681 - $36,848	-341 Reduced 64.95%	184 $20,000
Q2 2021 Aug 11, 2021	BUY	$107.66 - $108.01 $15,072 - $15,121	140 Added 36.36%	525 $57,000
Q1 2021 Jul 16, 2021	BUY	$107.56 - $108.22 $41,410 - $41,664	385 New	385 $42,000

823

69.3M

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