HERITAGE WEALTH ADVISORS – Aon plc Transaction History
HERITAGE WEALTH ADVISORS portfolio value:
$303,000
portfolio value
HERITAGE WEALTH ADVISORS quarter portfolio value change:
-0.67%
quarter
Aon plc 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +7.50% | 79 shares | 19K | $267.87 | 1.13K |
| Q2 2022 | share | Increase | +205.22% | 708 shares | 172K | $269.68 | 1.05K |
| Q1 2022 | share | 0.00% | 0 shares | 8K | $325.63 | 345 | |
| Q4 2021 | share | 0.00% | 0 shares | 5.10K | $299.83 | 345 | |
| Q3 2021 | share | Increase | +263.16% | 250 shares | 75.90K | $285.32 | 345 |
| Q2 2021 | share | Decrease | -97.56% | -3.79K shares | -871.75K | $237.91 | 95 |
| Q1 2021 | share | Decrease | -61.51% | -6.21K shares | -1.23M | $228.83 | 3.88K |
| Q4 2020 | share | Increase | +1919.60% | 9.59K shares | 2.02M | $209.62 | 10.09K |
| Q3 2020 | share | Increase | +11.11% | 50 shares | 16.48K | $204.18 | 500 |
| Q2 2020 | share | Increase | +12.50% | 50 shares | 20.65K | $190.21 | 450 |
| Q1 2020 | share | Increase | 0.00% | 400 shares | 66.01K | $162.58 | 400 |