Heritage Wealth Management, LLC Ishares Barclays 20+ Year Trea Transaction History

Heritage Wealth Management, LLC

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2022 Feb 13, 2023	BUY	$92.4 - $109.47 $78,078 - $92,502	845 Added 91.35%	1,770 $176,000
Q3 2022 Nov 14, 2022	BUY	$100.95 - $120.04 $5,047 - $6,002	50 Added 5.71%	925 $95,000
Q1 2022 Aug 15, 2022	SELL	$128.66 - $144.3 $6,690 - $7,503	-52 Reduced 5.61%	875 $116,000
Q3 2021 Nov 10, 2021	BUY	$144.09 - $151.79 $5,907 - $6,223	41 Added 4.63%	927 $134,000
Q1 2021 Jul 16, 2021	BUY	$133.92 - $157.54 $118,653 - $139,580	886 New	886 $120,000

1,353

479M

148M

145M

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