Heritage Wealth Management, LLC Wisdomtree Tr Managed Futures Transaction History

Heritage Wealth Management, LLC

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2022 Feb 13, 2023	BUY	$31.5 - $34.93 $38,209 - $42,370	1,213 Added 100.0%	2,426 $76,000
Q3 2022 Nov 14, 2022	SELL	$34.24 - $35.55 $12,394 - $12,869	-362 Reduced 22.98%	1,213 $42,000
Q2 2022 Aug 15, 2022	BUY	$35.11 - $36.46 $23,383 - $24,282	666 Added 73.27%	1,575 $0
Q1 2022 Aug 15, 2022	BUY	$34.12 - $37.86 $23,713 - $26,312	695 Added 324.77%	909 $33,000
Q2 2021 Aug 11, 2021	BUY	$38.87 - $41.71 $8,318 - $8,925	214 New	214 $9,000

5.16M

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