Heritage Wealth Management, LLC Ishares Tr Broad Usd Inbd Etfv Transaction History

Heritage Wealth Management, LLC

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2022 Feb 13, 2023	BUY	$46.74 - $50.68 $12,152 - $13,176	260 Added 100.0%	520 $25,000
Q1 2022 Aug 15, 2022	BUY	$54.36 - $59.32 $14,133 - $15,423	260 New	260 $14,000
Q3 2021 Nov 10, 2021	SELL	$60.1 - $61.33 $6,611 - $6,746	-110 Closed	0 $0
Q1 2021 Jul 16, 2021	BUY	$58.48 - $61.79 $6,432 - $6,796	110 New	110 $6,000

411

166M

21.4K

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