HERITAGE WEALTH MANAGEMENT, LLC – Balchem Corporation Transaction History
HERITAGE WEALTH MANAGEMENT, LLC portfolio value:
$247,000
portfolio value
HERITAGE WEALTH MANAGEMENT, LLC quarter portfolio value change:
-6.29%
quarter
Balchem Corporation 13F transactions
Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
---|---|---|---|---|---|---|---|
Q3 2022 | share | Increase | +21.59% | 361 shares | 30.02K | $121.58 | 2.03K |
Q2 2022 | share | Increase | +8.36% | 129 shares | 5.97K | $129.74 | 1.67K |
Q1 2022 | share | Increase | +49.08% | 508 shares | 61K | $136.7 | 1.54K |
Q3 2021 | share | Increase | +21.19% | 181 shares | 38K | $145.07 | 1.03K |
Q2 2021 | share | Increase | +54.71% | 302 shares | 43K | $131.26 | 854 |
Q1 2021 | share | Increase | 0.00% | 552 shares | 69K | $125.41 | 552 |