Heritage Wealth Management, LLC Ishares Tr Esg Screened S&P Mi Transaction History

Heritage Wealth Management, LLC

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2022 Feb 13, 2023	BUY	$32.09 - $34.91 $188,207 - $204,747	5,865 Added 98.62%	11,812 $387,000
Q3 2022 Nov 14, 2022	SELL	$30.28 - $35.65 $11,264 - $13,261	-372 Reduced 5.89%	5,947 $177,000
Q2 2022 Aug 15, 2022	SELL	$29.61 - $36.71 $15,663 - $19,419	-529 Reduced 7.72%	6,319 $193,000
Q1 2022 Aug 15, 2022	BUY	$34.21 - $39.2 $87,474 - $100,234	2,557 Added 59.59%	6,848 $250,000
Q3 2021 Nov 10, 2021	BUY	$35.29 - $38.11 $23,220 - $25,076	658 Added 18.11%	4,291 $155,000

Q2 2021 Aug 11, 2021	BUY	$35.91 - $38.15 $36,987 - $39,294	1,030 Added 39.57%	3,633 $135,000
Q1 2021 Jul 16, 2021	BUY	$31.27 - $36.96 $81,395 - $96,206	2,603 New	2,603 $94,000

107

3.13M

Get notified when there are updates to the investment portfolio of Heritage Wealth Management, LLC, based on Form 13F filings with the SEC.

Stay updated on Heritage Wealth Management, LLC with notifications on news.