Heritage Wealth Management, LLC Ishares Tr Core Aggressive All Transaction History

Heritage Wealth Management, LLC

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2022 Feb 13, 2023	BUY	$55.07 - $62.69 $13,767 - $15,672	250 Added 100.0%	500 $29,000
Q2 2022 Aug 15, 2022	SELL	$58.69 - $69.52 $103,822 - $122,980	-1,769 Reduced 87.62%	250 $14,000
Q1 2022 Aug 15, 2022	BUY	$65.0 - $73.15 $62,075 - $69,858	955 Added 89.76%	2,019 $139,000
Q3 2021 Nov 10, 2021	BUY	$69.28 - $72.77 $8,175 - $8,586	118 Added 12.47%	1,064 $74,000
Q2 2021 Aug 11, 2021	SELL	$67.52 - $70.92 $2,633 - $2,765	-39 Reduced 3.96%	946 $67,000
Q1 2021 Jul 16, 2021	BUY	$63.86 - $67.38 $62,902 - $66,369	985 New	985 $66,000

339

8.21M

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