HERITAGE WEALTH ADVISORS – Broadridge Financial Solutions, Inc. Transaction History
HERITAGE WEALTH ADVISORS portfolio value:
$328,000
portfolio value
HERITAGE WEALTH ADVISORS quarter portfolio value change:
+1.24%
quarter
Broadridge Financial Solutions, Inc. 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Decrease | -1.56% | -36 shares | -1K | $144.32 | 2.27K |
| Q2 2022 | share | Decrease | -0.86% | -20 shares | -33K | $142.55 | 2.30K |
| Q1 2022 | share | Decrease | -3.00% | -72 shares | -76K | $155.71 | 2.32K |
| Q4 2021 | share | Decrease | -0.08% | -2 shares | 38.46K | $182.87 | 2.39K |
| Q3 2021 | share | Decrease | -7.83% | -204 shares | -20.68K | $166.64 | 2.4K |
| Q2 2021 | share | 0.00% | 0 shares | 21.95K | $160.92 | 2.60K | |
| Q1 2021 | share | 0.00% | 0 shares | -328 | $151.98 | 2.60K | |
| Q4 2020 | share | 0.00% | 0 shares | 55.27K | $151.48 | 2.60K | |
| Q3 2020 | share | 0.00% | 0 shares | 15.12K | $130 | 2.60K | |
| Q2 2020 | share | 0.00% | 0 shares | 81.66K | $123.76 | 2.60K | |
| Q1 2020 | share | Decrease | -13.32% | -400 shares | -124.17K | $92.58 | 2.60K |
| Q4 2019 | share | Decrease | -0.60% | -18 shares | -4.88K | $119.93 | 3.00K |
| Q3 2019 | share | 0.00% | 0 shares | -9.84K | $120.26 | 3.02K | |
| Q2 2019 | share | 0.00% | 0 shares | 72.49K | $122.86 | 3.02K | |
| Q1 2019 | share | Increase | +0.60% | 18 shares | 24.35K | $99.41 | 3.02K |
| Q4 2018 | share | Decrease | -22.97% | -896 shares | -225K | $91.85 | 3.00K |
| Q3 2018 | share | 0.00% | 0 shares | 65K | $125.29 | 3.9K | |
| Q2 2018 | share | 0.00% | 0 shares | 20K | $108.9 | 3.9K | |
| Q1 2018 | share | 0.00% | 0 shares | 75K | $103.45 | 3.9K | |
| Q4 2017 | share | Decrease | -22.00% | -1.1K shares | -50K | $85.14 | 3.9K |
| Q3 2017 | share | 0.00% | 0 shares | 26K | $75.66 | 5K | |
| Q2 2017 | share | 0.00% | 0 shares | 38K | $70.41 | 5K | |
| Q1 2017 | share | 0.00% | 0 shares | 8K | $63.04 | 5K | |
| Q4 2016 | share | 0.00% | 0 shares | -6K | $61.22 | 5K | |
| Q3 2016 | share | 0.00% | 0 shares | 13K | $62.28 | 5K | |
| Q2 2016 | share | 0.00% | 0 shares | 29K | $59.61 | 5K | |
| Q1 2016 | share | 0.00% | 0 shares | 28K | $53.97 | 5K |