HERITAGE FINANCIAL SERVICES, LLC – Transaction History
HERITAGE FINANCIAL SERVICES, LLC portfolio value:
1.00M
portfolio value
HERITAGE FINANCIAL SERVICES, LLC quarter portfolio value change:
-4.14%
quarter
13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +84.33% | 7.36K shares | 436K | 16.08K | |
| Q2 2022 | share | Increase | 0.00% | 8.72K shares | 567K | 8.72K |