HERITAGE WEALTH MANAGEMENT, LLC – Moelis & Company Transaction History
HERITAGE WEALTH MANAGEMENT, LLC portfolio value:
$216,000
portfolio value
HERITAGE WEALTH MANAGEMENT, LLC quarter portfolio value change:
-14.08%
quarter
Moelis & Company 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +9.92% | 577 shares | -12.85K | $33.81 | 6.39K |
| Q2 2022 | share | Increase | +28.28% | 1.28K shares | 15.85K | $39.35 | 5.81K |
| Q1 2022 | share | Increase | +104.05% | 2.31K shares | 75K | $46.95 | 4.53K |
| Q3 2021 | share | Increase | +25.18% | 447 shares | 37K | $59.41 | 2.22K |
| Q2 2021 | share | Increase | +61.66% | 677 shares | 41K | $54.08 | 1.77K |
| Q1 2021 | share | Increase | 0.00% | 1.09K shares | 60K | $49.8 | 1.09K |