HERITAGE WEALTH MANAGEMENT, LLC – SouthState Corporation Transaction History
HERITAGE WEALTH MANAGEMENT, LLC portfolio value:
$296,000
portfolio value
HERITAGE WEALTH MANAGEMENT, LLC quarter portfolio value change:
+2.55%
quarter
SouthState Corporation 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Decrease | -18.08% | -825 shares | -55.92K | $79.12 | 3.73K |
| Q2 2022 | share | Increase | +9.43% | 393 shares | 11.92K | $77.15 | 4.56K |
| Q1 2022 | share | Increase | +90.80% | 1.98K shares | 177K | $81.59 | 4.16K |
| Q3 2021 | share | Increase | +34.54% | 561 shares | 30K | $74.23 | 2.18K |
| Q2 2021 | share | Increase | 0.00% | 1.62K shares | 133K | $80.73 | 1.62K |