HERITAGE WEALTH MANAGEMENT, LLC – Agree Realty Corporation Transaction History
HERITAGE WEALTH MANAGEMENT, LLC portfolio value:
$270,000
portfolio value
HERITAGE WEALTH MANAGEMENT, LLC quarter portfolio value change:
-6.31%
quarter
Agree Realty Corporation 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Decrease | -9.30% | -409 shares | -47.14K | $67.58 | 3.98K |
| Q2 2022 | share | Increase | +11.68% | 460 shares | 56.14K | $72.13 | 4.39K |
| Q1 2022 | share | Increase | +190.98% | 2.58K shares | 171K | $66.36 | 3.93K |
| Q3 2021 | share | Increase | +19.31% | 219 shares | 10K | $65.81 | 1.35K |
| Q2 2021 | share | Increase | +59.27% | 422 shares | 32K | $69.41 | 1.13K |
| Q1 2021 | share | Increase | 0.00% | 712 shares | 48K | $65.67 | 712 |