HERITAGE WEALTH MANAGEMENT, LLC – HEICO Corporation Transaction History
HERITAGE WEALTH MANAGEMENT, LLC portfolio value:
$409,000
portfolio value
HERITAGE WEALTH MANAGEMENT, LLC quarter portfolio value change:
+9.81%
quarter
HEICO Corporation 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Decrease | -1.63% | -47 shares | 30.71K | $143.98 | 2.83K |
| Q2 2022 | share | Increase | +2.96% | 83 shares | -51.71K | $131.12 | 2.88K |
| Q1 2022 | share | Decrease | -0.43% | -12 shares | 59K | $153.54 | 2.80K |
| Q3 2021 | share | Decrease | -5.28% | -157 shares | -43K | $131.87 | 2.81K |
| Q2 2021 | share | Decrease | -0.87% | -26 shares | 42K | $139.42 | 2.97K |
| Q1 2021 | share | Increase | 0.00% | 2.99K shares | 372K | $125.72 | 2.99K |