HERITAGE WEALTH MANAGEMENT, LLC – Exponent, Inc. Transaction History
HERITAGE WEALTH MANAGEMENT, LLC portfolio value:
$408,000
portfolio value
HERITAGE WEALTH MANAGEMENT, LLC quarter portfolio value change:
-4.15%
quarter
Exponent, Inc. 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +6.92% | 301 shares | 10.23K | $87.67 | 4.65K |
| Q2 2022 | share | Increase | +85.93% | 2.01K shares | 144.76K | $91.47 | 4.34K |
| Q1 2022 | share | Increase | +102.69% | 1.18K shares | 122K | $108.05 | 2.33K |
| Q3 2021 | share | Increase | +10.01% | 105 shares | 37K | $112.96 | 1.15K |
| Q2 2021 | share | Increase | +36.41% | 280 shares | 19K | $88.91 | 1.04K |
| Q1 2021 | share | Increase | 0.00% | 769 shares | 75K | $96.9 | 769 |