HERITAGE WEALTH MANAGEMENT, LLC – Transaction History
HERITAGE WEALTH MANAGEMENT, LLC portfolio value:
$343,000
portfolio value
HERITAGE WEALTH MANAGEMENT, LLC quarter portfolio value change:
+17.05%
quarter
13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Decrease | -6.70% | -253 shares | 28.94K | $97.33 | 3.52K |
| Q2 2022 | share | Increase | +9.61% | 331 shares | 7.05K | $83.15 | 3.77K |
| Q1 2022 | share | Increase | +83.59% | 1.56K shares | 173K | $89.01 | 3.44K |
| Q3 2021 | share | Increase | +46.99% | 600 shares | 33K | $71.23 | 1.87K |
| Q2 2021 | share | Increase | +60.03% | 479 shares | 41K | $78.56 | 1.27K |
| Q1 2021 | share | Increase | 0.00% | 798 shares | 60K | $74.45 | 798 |