HERITAGE WEALTH MANAGEMENT, LLC – Pool Corporation Transaction History
HERITAGE WEALTH MANAGEMENT, LLC portfolio value:
$502,000
portfolio value
HERITAGE WEALTH MANAGEMENT, LLC quarter portfolio value change:
-9.40%
quarter
Pool Corporation 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Decrease | -2.48% | -40 shares | -65.68K | $318.21 | 1.57K |
| Q2 2022 | share | Increase | +14.37% | 203 shares | -30.32K | $351.23 | 1.61K |
| Q1 2022 | share | Increase | +81.85% | 636 shares | 260K | $422.85 | 1.41K |
| Q3 2021 | share | Increase | +16.14% | 108 shares | 31K | $433.75 | 777 |
| Q2 2021 | share | Increase | 0.00% | 669 shares | 307K | $457.21 | 669 |