HERITAGE WEALTH MANAGEMENT, LLC – Aon plc Transaction History
HERITAGE WEALTH MANAGEMENT, LLC portfolio value:
$825,000
portfolio value
HERITAGE WEALTH MANAGEMENT, LLC quarter portfolio value change:
-0.67%
quarter
Aon plc 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +4.72% | 139 shares | 31.52K | $267.87 | 3.08K |
| Q2 2022 | share | Increase | +13.90% | 359 shares | -47.52K | $269.68 | 2.94K |
| Q1 2022 | share | Increase | 0.00% | 2.58K shares | 841K | $325.63 | 2.58K |
| Q2 2021 | share | Decrease | -100.00% | -64 shares | -15K | $237.91 | 0 |
| Q1 2021 | share | Increase | 0.00% | 64 shares | 15K | $228.83 | 64 |