Heritage Wealth Management, LLC Wisdomtree Tr Emerging Mkts Ex Transaction History

Heritage Wealth Management, LLC

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2022 Feb 13, 2023	BUY	$23.78 - $27.77 $210,952 - $246,347	8,871 Added 94.4%	18,268 $487,000
Q3 2022 Nov 14, 2022	SELL	$24.62 - $29.39 $42,518 - $50,756	-1,727 Reduced 15.52%	9,397 $231,000
Q2 2022 Aug 15, 2022	SELL	$28.19 - $33.79 $33,687 - $40,379	-1,195 Reduced 9.7%	11,124 $0
Q1 2022 Aug 15, 2022	SELL	$30.13 - $38.07 $227,812 - $287,847	-7,561 Reduced 38.03%	12,319 $402,000
Q3 2021 Nov 10, 2021	SELL	$37.03 - $41.81 $240,917 - $272,015	-6,506 Reduced 24.66%	19,880 $742,000
Q2 2021 Aug 11, 2021	BUY	$39.26 - $42.54 $1.04 Million - $1.12 Million	26,386 New	26,386 $1.11 Million

248

43.4M

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