HERITAGE WEALTH MANAGEMENT, LLC – Advanced Energy Industries, Inc. Transaction History
HERITAGE WEALTH MANAGEMENT, LLC portfolio value:
$216,000
portfolio value
HERITAGE WEALTH MANAGEMENT, LLC quarter portfolio value change:
+6.07%
quarter
Advanced Energy Industries, Inc. 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +19.44% | 455 shares | 45.14K | $77.41 | 2.79K |
| Q2 2022 | share | Increase | +34.85% | 605 shares | 21.85K | $72.98 | 2.34K |
| Q1 2022 | share | Increase | 0.00% | 1.73K shares | 149K | $86.08 | 1.73K |