HERITAGE WEALTH MANAGEMENT, LLC – Moody's Corporation Transaction History
HERITAGE WEALTH MANAGEMENT, LLC portfolio value:
$902,000
portfolio value
HERITAGE WEALTH MANAGEMENT, LLC quarter portfolio value change:
-10.61%
quarter
Moody's Corporation 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +2.57% | 93 shares | -82.21K | $243.11 | 3.71K |
| Q2 2022 | share | Decrease | -2.08% | -77 shares | -262.78K | $271.97 | 3.61K |
| Q1 2022 | share | Increase | +45.80% | 1.16K shares | 347K | $337.41 | 3.69K |
| Q3 2021 | share | Increase | +15.70% | 344 shares | 106K | $354.54 | 2.53K |
| Q2 2021 | share | Decrease | -0.45% | -10 shares | 137K | $361.19 | 2.19K |
| Q1 2021 | share | Increase | 0.00% | 2.20K shares | 657K | $297.07 | 2.20K |