Heritage Wealth Management, LLC Invesco ETF Tr Ii S&P Midcap L Transaction History

Heritage Wealth Management, LLC

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2022 Feb 13, 2023	BUY	$48.1 - $55.93 $135,882 - $158,002	2,825 Added 100.0%	5,650 $302,000
Q2 2022 Aug 15, 2022	SELL	$49.21 - $57.04 $24,014 - $27,835	-488 Reduced 14.73%	2,825 $145,000
Q1 2022 Aug 15, 2022	SELL	$52.6 - $58.44 $63,698 - $70,770	-1,211 Reduced 26.77%	3,313 $185,000
Q3 2021 Nov 10, 2021	SELL	$52.52 - $55.82 $57,509 - $61,122	-1,095 Reduced 19.49%	4,524 $238,000
Q2 2021 Aug 11, 2021	SELL	$52.66 - $54.94 $110,954 - $115,758	-2,107 Reduced 27.27%	5,619 $301,000
Q1 2021 Jul 16, 2021	BUY	$47.42 - $52.93 $366,366 - $408,937	7,726 New	7,726 $405,000

202

7.26M

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.