Heritage Wealth Management, LLC Invesco S&P Smallcap Momentum Transaction History

Heritage Wealth Management, LLC

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2022 Feb 13, 2023	BUY	$44.83 - $51.49 $3,093 - $3,552	69 Added 100.0%	138 $6,000
Q2 2022 Aug 15, 2022	SELL	$43.28 - $52.54 $10,863 - $13,187	-251 Reduced 78.44%	69 $3,000
Q1 2022 Aug 15, 2022	SELL	$48.45 - $57.46 $24,418 - $28,959	-504 Reduced 61.17%	320 $17,000
Q3 2021 Nov 10, 2021	SELL	$50.08 - $54.95 $98,757 - $108,361	-1,972 Reduced 70.53%	824 $44,000
Q2 2021 Aug 11, 2021	SELL	$47.53 - $56.13 $43,965 - $51,920	-925 Reduced 24.86%	2,796 $153,000
Q1 2021 Jul 16, 2021	BUY	$47.37 - $56.12 $176,263 - $208,822	3,721 New	3,721 $194,000

202

14.9M

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