HERITAGE WEALTH ADVISORS – Transaction History
HERITAGE WEALTH ADVISORS portfolio value:
297,000
portfolio value
HERITAGE WEALTH ADVISORS quarter portfolio value change:
-7.35%
quarter
13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +86.87% | 4.86K shares | 126K | 10.46K | |
| Q2 2022 | share | Increase | +129.66% | 3.16K shares | 83K | 5.59K | |
| Q1 2022 | share | Increase | +676.43% | 2.12K shares | 76K | 2.43K | |
| Q4 2021 | share | Increase | +52.43% | 108 shares | 4.12K | 314 | |
| Q3 2021 | share | Increase | 0.00% | 206 shares | 7.47K | 206 |