Heritage Wealth Management, LLC Ishares Msci Usa Min Vol Facto Transaction History

Heritage Wealth Management, LLC

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2022 Feb 13, 2023	BUY	$65.75 - $75.5 $642,246 - $737,484	9,768 Added 95.56%	19,990 $1.44 Million
Q3 2022 Nov 14, 2022	SELL	$66.1 - $76.63 $1,652 - $1,915	-25 Reduced 0.24%	10,222 $676,000
Q2 2022 Aug 15, 2022	SELL	$66.73 - $79.1 $57,788 - $68,500	-866 Reduced 7.79%	10,247 $719,000
Q1 2022 Aug 15, 2022	SELL	$71.88 - $80.4 $165,827 - $185,482	-2,307 Reduced 17.19%	11,113 $862,000
Q3 2021 Nov 10, 2021	SELL	$73.5 - $78.28 $67,546 - $71,939	-919 Reduced 6.41%	13,420 $986,000
Q2 2021 Aug 11, 2021	SELL	$69.72 - $73.7 $253,432 - $267,899	-3,635 Reduced 20.22%	14,339 $1.06 Million
Q1 2021 Jul 16, 2021	BUY	$65.18 - $69.88 $1.17 Million - $1.26 Million	17,974 New	17,974 $1.24 Million

1,303

199M

10.6K

27K

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