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	$30.27 - $34.91 $177,533 - $204,747	5,865 Added 98.62%	11,812 $387,000
Q3 2022 Nov 14, 2022	SELL	$29.73 - $35.65 $11,059 - $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

129

3.96M

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