HERITAGE WEALTH MANAGEMENT, LLC – Mastercard Incorporated Transaction History
HERITAGE WEALTH MANAGEMENT, LLC portfolio value:
$1.56M
portfolio value
HERITAGE WEALTH MANAGEMENT, LLC quarter portfolio value change:
-9.87%
quarter
Mastercard Incorporated 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +4.22% | 223 shares | -101.39K | $284.34 | 5.50K |
| Q2 2022 | share | Decrease | -4.73% | -262 shares | -314.60K | $315.48 | 5.27K |
| Q1 2022 | share | Increase | +135.59% | 3.18K shares | 1.16M | $357.38 | 5.54K |
| Q3 2021 | share | Increase | +7.84% | 171 shares | 22K | $347.25 | 2.35K |
| Q2 2021 | share | Decrease | -14.64% | -374 shares | -114K | $364.2 | 2.18K |
| Q1 2021 | share | Increase | 0.00% | 2.55K shares | 910K | $354.77 | 2.55K |