HERITAGE WEALTH MANAGEMENT, LLC – Verisk Analytics, Inc. Transaction History
HERITAGE WEALTH MANAGEMENT, LLC portfolio value:
$262,000
portfolio value
HERITAGE WEALTH MANAGEMENT, LLC quarter portfolio value change:
-1.48%
quarter
Verisk Analytics, Inc. 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +2.13% | 32 shares | 1.67K | $170.53 | 1.53K |
| Q2 2022 | share | Decrease | -0.27% | -4 shares | -63.67K | $173.09 | 1.50K |
| Q1 2022 | share | Decrease | -2.71% | -42 shares | 14K | $214.63 | 1.50K |
| Q3 2021 | share | Decrease | -5.78% | -95 shares | 23K | $200.27 | 1.55K |
| Q2 2021 | share | Increase | 0.00% | 1.64K shares | 287K | $174.47 | 1.64K |