Heritage Wealth Management, LLC Ishares Barclays 10 20 Yr Trea Transaction History

Heritage Wealth Management, LLC

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2022 Feb 13, 2023	BUY	$101.35 - $115.41 $67,195 - $76,516	663 Added 111.06%	1,260 $136,000
Q3 2022 Nov 14, 2022	BUY	$107.15 - $125.14 $8,679 - $10,136	81 Added 15.7%	597 $65,000
Q2 2022 Aug 15, 2022	BUY	$114.64 - $134.55 $1,375 - $1,614	12 Added 2.38%	516 $61,000
Q1 2022 Aug 15, 2022	BUY	$131.9 - $145.68 $1,187 - $1,311	9 Added 1.82%	504 $68,000
Q3 2021 Nov 10, 2021	BUY	$146.76 - $153.14 $31,846 - $33,231	217 Added 78.06%	495 $73,000
Q2 2021 Aug 11, 2021	BUY	$140.58 - $147.85 $39,081 - $41,102	278 New	278 $41,000

508

62.9M

29.2K

16.6K

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