HERITAGE WEALTH MANAGEMENT, LLC – iShares Cybersecurity and Tech ETF Transaction History
HERITAGE WEALTH MANAGEMENT, LLC portfolio value:
$198,000
portfolio value
HERITAGE WEALTH MANAGEMENT, LLC quarter portfolio value change:
-3.05%
quarter
iShares Cybersecurity and Tech ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Decrease | -4.88% | -300 shares | -17.15K | $33.96 | 5.84K |
| Q2 2022 | share | 0.00% | 0 shares | -46.84K | $35.03 | 6.14K | |
| Q1 2022 | share | Increase | +3.80% | 225 shares | 5K | $42.69 | 6.14K |
| Q3 2021 | share | Increase | +3.14% | 180 shares | 9K | $43.45 | 5.91K |
| Q2 2021 | share | Increase | +14.47% | 725 shares | 57K | $43.15 | 5.73K |
| Q1 2021 | share | Increase | 0.00% | 5.01K shares | 191K | $38.19 | 5.01K |