HERITAGE WEALTH ADVISORS – Raymond James Financial, Inc. Transaction History
HERITAGE WEALTH ADVISORS portfolio value:
$1.39M
portfolio value
HERITAGE WEALTH ADVISORS quarter portfolio value change:
+10.52%
quarter
Raymond James Financial, Inc. 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | 0.00% | 0 shares | 133K | $98.82 | 14.10K | |
| Q2 2022 | share | Decrease | -0.13% | -18 shares | -291K | $89.41 | 14.10K |
| Q1 2022 | share | 0.00% | 0 shares | 134K | $109.91 | 14.12K | |
| Q4 2021 | share | Decrease | -1.41% | -202 shares | 96.02K | $101.02 | 14.12K |
| Q3 2021 | share | Decrease | -0.01% | -1 shares | 81.31K | $92.28 | 14.32K |
| Q2 2021 | share | Decrease | -0.15% | -22 shares | 68.25K | $86.36 | 14.32K |
| Q1 2021 | share | Decrease | -0.56% | -81 shares | 252.16K | $81.23 | 14.34K |
| Q4 2020 | share | Decrease | -3.04% | -453 shares | 198.22K | $62.95 | 14.42K |
| Q3 2020 | share | 0.00% | 0 shares | 38.98K | $47.87 | 14.88K | |
| Q2 2020 | share | 0.00% | 0 shares | 55.85K | $45.06 | 14.88K | |
| Q1 2020 | share | Decrease | -0.30% | -45 shares | -263.18K | $41.15 | 14.88K |
| Q4 2019 | share | Decrease | -2.47% | -378 shares | 49.12K | $57.91 | 14.92K |
| Q3 2019 | share | 0.00% | 0 shares | -21.57K | $53.16 | 15.30K | |
| Q2 2019 | share | 0.00% | 0 shares | 42.23K | $54.28 | 15.30K | |
| Q1 2019 | share | 0.00% | 0 shares | 61.34K | $51.42 | 15.30K | |
| Q4 2018 | share | 0.00% | 0 shares | -180K | $47.17 | 15.30K | |
| Q3 2018 | share | Decrease | -2.07% | -324 shares | 8K | $58.35 | 15.30K |
| Q2 2018 | share | Increase | 0.00% | 15.62K shares | 931K | $56.45 | 15.62K |