HERITAGE WEALTH MANAGEMENT, LLC – Salesforce, Inc. Transaction History
HERITAGE WEALTH MANAGEMENT, LLC portfolio value:
$258,000
portfolio value
HERITAGE WEALTH MANAGEMENT, LLC quarter portfolio value change:
-12.85%
quarter
Salesforce, Inc. 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Decrease | -0.22% | -4 shares | -38.90K | $143.84 | 1.79K |
| Q2 2022 | share | Decrease | -7.41% | -144 shares | -116.09K | $165.04 | 1.79K |
| Q1 2022 | share | Increase | +12.57% | 217 shares | -55K | $212.32 | 1.94K |
| Q3 2021 | share | Decrease | -12.43% | -245 shares | -13K | $271.22 | 1.72K |
| Q2 2021 | share | Increase | 0.00% | 1.97K shares | 481K | $244.27 | 1.97K |