HERITAGE WEALTH MANAGEMENT, LLC – Interactive Brokers Group, Inc. Transaction History
HERITAGE WEALTH MANAGEMENT, LLC portfolio value:
$389,000
portfolio value
HERITAGE WEALTH MANAGEMENT, LLC quarter portfolio value change:
+16.18%
quarter
Interactive Brokers Group, Inc. 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +4.05% | 237 shares | 67.47K | $63.91 | 6.08K |
| Q2 2022 | share | Increase | +15.95% | 804 shares | -10.47K | $55.01 | 5.84K |
| Q1 2022 | share | Increase | +105.25% | 2.58K shares | 179K | $65.91 | 5.04K |
| Q3 2021 | share | Increase | +19.22% | 396 shares | 18K | $62.26 | 2.45K |
| Q2 2021 | share | Increase | +145.53% | 1.22K shares | 74K | $65.54 | 2.06K |
| Q1 2021 | share | Increase | 0.00% | 839 shares | 61K | $72.72 | 839 |