HERITAGE WEALTH MANAGEMENT, LLC – Intercontinental Exchange, Inc. Transaction History
HERITAGE WEALTH MANAGEMENT, LLC portfolio value:
$1.31M
portfolio value
HERITAGE WEALTH MANAGEMENT, LLC quarter portfolio value change:
-3.92%
quarter
Intercontinental Exchange, Inc. 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Decrease | -0.71% | -105 shares | -63.69K | $90.35 | 14.58K |
| Q2 2022 | share | Decrease | -1.67% | -249 shares | -592.31K | $94.04 | 14.69K |
| Q1 2022 | share | Increase | +44.21% | 4.58K shares | 784K | $132.12 | 14.94K |
| Q3 2021 | share | Increase | +16.36% | 1.45K shares | 133K | $114.82 | 10.36K |
| Q2 2021 | share | Increase | +6.15% | 516 shares | 120K | $118.37 | 8.90K |
| Q1 2021 | share | Increase | 0.00% | 8.38K shares | 937K | $111.05 | 8.38K |