HERITAGE WEALTH MANAGEMENT, LLC – Aspen Technology, Inc. Transaction History
HERITAGE WEALTH MANAGEMENT, LLC portfolio value:
$345,000
portfolio value
HERITAGE WEALTH MANAGEMENT, LLC quarter portfolio value change:
+29.68%
quarter
Aspen Technology, Inc. 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +4.09% | 57 shares | 89.31K | $238.2 | 1.44K |
| Q2 2022 | share | Increase | 0.00% | 1.39K shares | 255.68K | $183.68 | 1.39K |