HERITAGE FINANCIAL SERVICES, LLC – Transaction History
HERITAGE FINANCIAL SERVICES, LLC portfolio value:
407,000
portfolio value
HERITAGE FINANCIAL SERVICES, LLC quarter portfolio value change:
-3.40%
quarter
13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Decrease | -18.13% | -2.03K shares | -107K | 9.18K | |
| Q2 2022 | share | Increase | 0.00% | 11.22K shares | 514K | 11.22K |