Heritage Wealth Management, LLC Invesco ETF Ii S&P Intl Dev Lo Transaction History

Heritage Wealth Management, LLC

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2022 Feb 13, 2023	BUY	$23.93 - $27.23 $7,585 - $8,631	317 Added 100.0%	634 $16,000
Q2 2022 Aug 15, 2022	SELL	$27.15 - $31.32 $27,774 - $32,040	-1,023 Reduced 76.34%	317 $8,000
Q1 2022 Aug 15, 2022	SELL	$29.55 - $32.12 $53,840 - $58,522	-1,822 Reduced 57.62%	1,340 $42,000
Q3 2021 Nov 10, 2021	SELL	$30.63 - $32.43 $149,566 - $158,355	-4,883 Reduced 60.7%	3,162 $97,000
Q2 2021 Aug 11, 2021	SELL	$30.41 - $31.66 $88,341 - $91,972	-2,905 Reduced 26.53%	8,045 $249,000
Q1 2021 Jul 16, 2021	BUY	$29.52 - $30.88 $323,244 - $338,136	10,950 New	10,950 $333,000

5.99M

Get notified when there are updates to the investment portfolio of Heritage Wealth Management, LLC, based on Form 13F filings with the SEC.

Stay updated on Heritage Wealth Management, LLC with notifications on news.