HERITAGE WEALTH ADVISORS – Transaction History
HERITAGE WEALTH ADVISORS portfolio value:
1.63M
portfolio value
13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | 0.00% | 0 shares | 0 | 400 | ||
| Q2 2022 | share | 0.00% | 0 shares | -480K | 400 | ||
| Q1 2022 | share | 0.00% | 0 shares | 313K | 400 | ||
| Q4 2021 | share | 0.00% | 0 shares | 157.13K | 400 | ||
| Q3 2021 | share | Increase | +33.33% | 100 shares | 389.71K | 400 | |
| Q2 2021 | share | Decrease | -25.00% | -100 shares | -287.00K | 300 | |
| Q1 2021 | share | 0.00% | 0 shares | 151.80K | 400 | ||
| Q4 2020 | share | 0.00% | 0 shares | 110.99K | 400 | ||
| Q3 2020 | share | 0.00% | 0 shares | 210.80K | 400 | ||
| Q2 2020 | share | 0.00% | 0 shares | -18.8K | 400 | ||
| Q1 2020 | share | 0.00% | 0 shares | -270.36K | 400 | ||
| Q4 2019 | share | 0.00% | 0 shares | 111.36K | 400 | ||
| Q3 2019 | share | 0.00% | 0 shares | -26.4K | 400 | ||
| Q2 2019 | share | Increase | +33.33% | 100 shares | 369.75K | 400 | |
| Q1 2019 | share | 0.00% | 0 shares | -14.35K | 300 | ||
| Q4 2018 | share | 0.00% | 0 shares | -42K | 300 | ||
| Q3 2018 | share | Increase | 0.00% | 300 shares | 960K | 300 |