HERITAGE WEALTH ADVISORS – Transaction History
HERITAGE WEALTH ADVISORS portfolio value:
$326,000
portfolio value
HERITAGE WEALTH ADVISORS quarter portfolio value change:
-3.76%
quarter
13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | 0.00% | 0 shares | -13K | $55.81 | 5.84K | |
| Q2 2022 | share | 0.00% | 0 shares | -99K | $57.99 | 5.84K | |
| Q1 2022 | share | Decrease | -0.02% | -1 shares | -41K | $74.82 | 5.84K |
| Q4 2021 | share | 0.00% | 0 shares | 45.81K | $165.03 | 2.92K | |
| Q3 2021 | share | 0.00% | 0 shares | 6.23K | $148.09 | 2.92K | |
| Q2 2021 | share | 0.00% | 0 shares | 47.33K | $145.82 | 2.92K | |
| Q1 2021 | share | 0.00% | 0 shares | 3.64K | $129.53 | 2.92K | |
| Q4 2020 | share | 0.00% | 0 shares | 39.09K | $128.03 | 2.92K | |
| Q3 2020 | share | 0.00% | 0 shares | 39.87K | $114.67 | 2.92K | |
| Q2 2020 | share | 0.00% | 0 shares | 64.03K | $100.94 | 2.92K | |
| Q1 2020 | share | 0.00% | 0 shares | -38.78K | $79.05 | 2.92K | |
| Q4 2019 | share | 0.00% | 0 shares | 26.79K | $92.01 | 2.92K | |
| Q3 2019 | share | Decrease | -43.84% | -2.28K shares | -188.34K | $83.02 | 2.92K |
| Q2 2019 | share | Increase | 0.00% | 5.20K shares | 433.34K | $82.02 | 5.20K |