HERITAGE WEALTH MANAGEMENT, LLC – W. R. Berkley Corporation Transaction History
HERITAGE WEALTH MANAGEMENT, LLC portfolio value:
$639,000
portfolio value
HERITAGE WEALTH MANAGEMENT, LLC quarter portfolio value change:
-5.39%
quarter
W. R. Berkley Corporation 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +4.71% | 445 shares | -5.77K | $64.58 | 9.89K |
| Q2 2022 | share | Increase | +13.70% | 1.13K shares | 91.77K | $68.26 | 9.44K |
| Q1 2022 | share | Increase | +203.10% | 5.56K shares | 352K | $66.59 | 8.30K |
| Q3 2021 | share | Increase | +20.48% | 466 shares | 32K | $73.18 | 2.74K |
| Q2 2021 | share | Increase | 0.00% | 2.27K shares | 169K | $74.29 | 2.27K |