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

Heritage Wealth Management, LLC

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2022 Aug 15, 2022	SELL	$42.39 - $49.67 $25,264 - $29,603	-596 Closed	0 $0
Q1 2022 Aug 15, 2022	SELL	$47.33 - $52.58 $72,320 - $80,342	-1,528 Reduced 71.94%	596 $29,000
Q3 2021 Nov 10, 2021	SELL	$45.53 - $49.02 $94,884 - $102,157	-2,084 Reduced 49.52%	2,124 $100,000
Q2 2021 Aug 11, 2021	SELL	$45.38 - $47.96 $82,410 - $87,095	-1,816 Reduced 30.15%	4,208 $197,000
Q1 2021 Jul 16, 2021	BUY	$40.49 - $47.72 $243,911 - $287,465	6,024 New	6,024 $276,000

125

5.13M

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