HERITAGE WEALTH ADVISORS – Transaction History
HERITAGE WEALTH ADVISORS portfolio value:
1.13M
portfolio value
HERITAGE WEALTH ADVISORS quarter portfolio value change:
-8.66%
quarter
13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +5.80% | 1.48K shares | -39K | 27.11K | |
| Q2 2022 | share | Increase | +6.32% | 1.52K shares | -77K | 25.63K | |
| Q1 2022 | share | Increase | +9.22% | 2.03K shares | 86K | 24.10K | |
| Q4 2021 | share | Increase | +24.12% | 4.29K shares | 297.74K | 22.07K | |
| Q3 2021 | share | Increase | +43.18% | 5.36K shares | 253.68K | 17.78K | |
| Q2 2021 | share | Decrease | -0.89% | -111 shares | 23.51K | 12.42K | |
| Q1 2021 | share | Increase | 0.00% | 12.53K shares | 593.58K | 12.53K |