HERITAGE FINANCIAL SERVICES, LLC – Transaction History
HERITAGE FINANCIAL SERVICES, LLC portfolio value:
$213,000
portfolio value
HERITAGE FINANCIAL SERVICES, LLC quarter portfolio value change:
-7.38%
quarter
13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | 0.00% | 0 shares | -17K | $4.27 | 50.03K | |
| Q2 2022 | share | Increase | 0.00% | 50.03K shares | 230K | $4.61 | 50.03K |