HERITAGE WEALTH MANAGEMENT, LLC – S&P Global Inc. Transaction History
HERITAGE WEALTH MANAGEMENT, LLC portfolio value:
$772,000
portfolio value
HERITAGE WEALTH MANAGEMENT, LLC quarter portfolio value change:
-9.41%
quarter
S&P Global Inc. 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Decrease | -0.75% | -19 shares | -87.08K | $305.35 | 2.53K |
| Q2 2022 | share | Decrease | -1.89% | -49 shares | -206.91K | $337.06 | 2.54K |
| Q1 2022 | share | Increase | +128.50% | 1.46K shares | 583K | $410.18 | 2.59K |
| Q3 2021 | share | Increase | +16.38% | 160 shares | 82K | $424.19 | 1.13K |
| Q2 2021 | share | Increase | +4.94% | 46 shares | 72K | $409.05 | 977 |
| Q1 2021 | share | Increase | 0.00% | 931 shares | 329K | $350.95 | 931 |