HERITAGE WEALTH MANAGEMENT, LLC – Watsco, Inc. Transaction History
HERITAGE WEALTH MANAGEMENT, LLC portfolio value:
$334,000
portfolio value
HERITAGE WEALTH MANAGEMENT, LLC quarter portfolio value change:
+7.80%
quarter
Watsco, Inc. 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +13.39% | 153 shares | 61.02K | $257.46 | 1.29K |
| Q2 2022 | share | Increase | 0.00% | 1.14K shares | 272.97K | $238.82 | 1.14K |