HERITAGE WEALTH MANAGEMENT, LLC – Jack Henry & Associates, Inc. Transaction History
HERITAGE WEALTH MANAGEMENT, LLC portfolio value:
$322,000
portfolio value
HERITAGE WEALTH MANAGEMENT, LLC quarter portfolio value change:
+1.25%
quarter
Jack Henry & Associates, Inc. 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +4.00% | 68 shares | 16.23K | $182.27 | 1.76K |
| Q2 2022 | share | Increase | +13.20% | 198 shares | 9.76K | $180.02 | 1.69K |
| Q1 2022 | share | Decrease | -16.29% | -292 shares | 2K | $197.05 | 1.5K |
| Q3 2021 | share | Increase | +1.64% | 29 shares | 6K | $163.57 | 1.79K |
| Q2 2021 | share | Increase | +43.92% | 538 shares | 102K | $162.59 | 1.76K |
| Q1 2021 | share | Increase | 0.00% | 1.22K shares | 186K | $150.42 | 1.22K |