Heritage Wealth Management, LLC Ishares Barclays 3 7 Yr Treas Transaction History

Heritage Wealth Management, LLC

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2022 Feb 13, 2023	BUY	$112.33 - $116.76 $112 - $116	1 Added 100.0%	2 $0
Q2 2022 Aug 15, 2022	SELL	$116.23 - $121.42 $7,206 - $7,528	-62 Reduced 98.41%	1 $0
Q1 2022 Aug 15, 2022	SELL	$121.42 - $128.17 $6,071 - $6,408	-50 Reduced 44.25%	63 $8,000
Q2 2021 Aug 11, 2021	BUY	$129.78 - $131.28 $14,665 - $14,834	113 New	113 $15,000

872

110M

1.08M

872K

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