Heritage Wealth Management, LLC Schwab Fundamental Intl Large Transaction History

Heritage Wealth Management, LLC

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2022 Feb 13, 2023	BUY	$25.2 - $30.35 $4,132 - $4,977	164 Added 100.0%	328 $9,000
Q2 2022 Aug 15, 2022	SELL	$28.1 - $32.52 $98,097 - $113,527	-3,491 Reduced 95.51%	164 $0
Q1 2022 Aug 15, 2022	SELL	$29.7 - $34.12 $59,429 - $68,274	-2,001 Reduced 35.38%	3,655 $118,000
Q3 2021 Nov 10, 2021	SELL	$31.76 - $33.8 $156,068 - $166,093	-4,914 Reduced 46.49%	5,656 $186,000
Q2 2021 Aug 11, 2021	BUY	$32.42 - $34.94 $342,679 - $369,315	10,570 New	10,570 $352,000

601

300M

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