HERITAGE FINANCIAL SERVICES, LLC – The Charles Schwab Corporation Transaction History
HERITAGE FINANCIAL SERVICES, LLC portfolio value:
$0
portfolio value
HERITAGE FINANCIAL SERVICES, LLC quarter portfolio value change:
+13.75%
quarter
The Charles Schwab Corporation 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Decrease | -100.00% | -456 shares | -28K | $71.87 | 0 |
| Q2 2022 | share | Increase | 0.00% | 456 shares | 28K | $63.18 | 456 |