HERITAGE FINANCIAL SERVICES, LLC – Transaction History
HERITAGE FINANCIAL SERVICES, LLC portfolio value:
$0
portfolio value
HERITAGE FINANCIAL SERVICES, LLC quarter portfolio value change:
-3.76%
quarter
13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Decrease | -100.00% | -530 shares | -30K | $55.81 | 0 |
| Q2 2022 | share | Increase | 0.00% | 530 shares | 30K | $57.99 | 530 |