Heritage Wealth Management, LLC Ishares Msci Usa Value Factor Transaction History

Heritage Wealth Management, LLC

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2022 Feb 13, 2023	BUY	$82.98 - $97.89 $223,714 - $263,911	2,696 Added 91.83%	5,632 $513,000
Q3 2022 Nov 14, 2022	SELL	$81.86 - $99.37 $30,943 - $37,561	-378 Reduced 11.41%	2,936 $240,000
Q2 2022 Aug 15, 2022	SELL	$88.4 - $105.81 $34,034 - $40,736	-385 Reduced 10.41%	3,314 $299,000
Q1 2022 Aug 15, 2022	SELL	$100.54 - $114.92 $195,449 - $223,404	-1,944 Reduced 34.45%	3,699 $387,000
Q3 2021 Nov 10, 2021	SELL	$100.55 - $106.33 $174,454 - $184,482	-1,735 Reduced 23.52%	5,643 $568,000
Q2 2021 Aug 11, 2021	SELL	$102.28 - $108.72 $430,189 - $457,276	-4,206 Reduced 36.31%	7,378 $775,000
Q1 2021 Jul 16, 2021	BUY	$86.14 - $104.49 $997,845 - $1.21 Million	11,584 New	11,584 $1.19 Million

439

52.5M

100

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