HERITAGE WEALTH MANAGEMENT, LLC – Marcus & Millichap, Inc. Transaction History
HERITAGE WEALTH MANAGEMENT, LLC portfolio value:
$226,000
portfolio value
HERITAGE WEALTH MANAGEMENT, LLC quarter portfolio value change:
-11.38%
quarter
Marcus & Millichap, Inc. 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +6.98% | 450 shares | -12.58K | $32.78 | 6.9K |
| Q2 2022 | share | Increase | +2.22% | 140 shares | -93.41K | $36.99 | 6.45K |
| Q1 2022 | share | Increase | +61.42% | 2.40K shares | 173K | $52.68 | 6.31K |
| Q3 2021 | share | Increase | +38.37% | 1.08K shares | 49K | $40.62 | 3.90K |
| Q2 2021 | share | Increase | 0.00% | 2.82K shares | 110K | $38.87 | 2.82K |