Heritage Wealth Management, LLC Invesco Exchange Traded Fd Tr Transaction History

Heritage Wealth Management, LLC

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2022 Feb 13, 2023	BUY	$72.14 - $80.8 $3,102 - $3,474	43 Added 100.0%	86 $6,000
Q2 2022 Aug 15, 2022	SELL	$70.2 - $89.17 $10,881 - $13,821	-155 Reduced 78.28%	43 $3,000
Q1 2022 Aug 15, 2022	SELL	$79.16 - $91.92 $24,697 - $28,679	-312 Reduced 61.18%	198 $17,000
Q3 2021 Nov 10, 2021	SELL	$81.13 - $88.42 $98,978 - $107,872	-1,220 Reduced 70.52%	510 $43,000
Q2 2021 Aug 11, 2021	SELL	$79.62 - $88.93 $45,383 - $50,690	-570 Reduced 24.78%	1,730 $148,000
Q1 2021 Jul 16, 2021	BUY	$77.23 - $88.03 $177,629 - $202,469	2,300 New	2,300 $193,000

275

11.9M

1.9K

1.3K

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