HERITAGE FINANCIAL SERVICES, LLC – Transaction History
HERITAGE FINANCIAL SERVICES, LLC portfolio value:
$0
portfolio value
HERITAGE FINANCIAL SERVICES, LLC quarter portfolio value change:
-4.74%
quarter
13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Decrease | -100.00% | -1.65K shares | -67K | $38.82 | 0 |
| Q2 2022 | share | Increase | 0.00% | 1.65K shares | 67K | $40.75 | 1.65K |