HERITAGE WEALTH MANAGEMENT, LLC – Korn Ferry Transaction History
HERITAGE WEALTH MANAGEMENT, LLC portfolio value:
$182,000
portfolio value
HERITAGE WEALTH MANAGEMENT, LLC quarter portfolio value change:
-19.08%
quarter
Korn Ferry 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +1.90% | 72 shares | -38.37K | $46.95 | 3.87K |
| Q2 2022 | share | Increase | +11.80% | 401 shares | -628 | $58.02 | 3.79K |
| Q1 2022 | share | Increase | +88.72% | 1.59K shares | 91K | $64.94 | 3.39K |
| Q3 2021 | share | Increase | +18.03% | 275 shares | 19K | $72.36 | 1.8K |
| Q2 2021 | share | Increase | +59.52% | 569 shares | 51K | $72.31 | 1.52K |
| Q1 2021 | share | Increase | 0.00% | 956 shares | 60K | $62.16 | 956 |