FORVIS WEALTH ADVISORS, LLC – Dominion Energy, Inc. Transaction History
FORVIS WEALTH ADVISORS, LLC portfolio value:
$1.17M
portfolio value
FORVIS WEALTH ADVISORS, LLC quarter portfolio value change:
-13.41%
quarter
Dominion Energy, Inc. 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Decrease | -5.46% | -983 shares | -260K | $69.11 | 17.03K |
| Q2 2022 | share | Increase | +322.86% | 13.75K shares | 1.07M | $79.81 | 18.01K |
| Q1 2022 | share | Decrease | -0.93% | -40 shares | 24K | $84.97 | 4.26K |
| Q4 2021 | share | Increase | +14.94% | 559 shares | 65K | $78.47 | 4.30K |
| Q3 2021 | share | Decrease | -0.37% | -14 shares | -3K | $72.39 | 3.74K |
| Q2 2021 | share | Decrease | -9.12% | -377 shares | -38K | $72.35 | 3.75K |
| Q1 2021 | share | Decrease | -27.57% | -1.57K shares | -115K | $74.09 | 4.13K |
| Q4 2020 | share | Increase | +72.23% | 2.39K shares | 168K | $72.68 | 5.70K |
| Q3 2020 | share | Decrease | -22.18% | -944 shares | -85K | $75.68 | 3.31K |
| Q2 2020 | share | Increase | +17.89% | 646 shares | 85K | $76.92 | 4.25K |
| Q1 2020 | share | Increase | +42.50% | 1.07K shares | 51K | $67.65 | 3.61K |
| Q4 2019 | share | Increase | 0.00% | 2.53K shares | 210K | $76.73 | 2.53K |
| Q1 2018 | share | Decrease | -100.00% | -3.85K shares | -312K | $57.51 | 0 |
| Q4 2017 | share | Decrease | -2.82% | -112 shares | 7K | $68.34 | 3.85K |
| Q3 2017 | share | Increase | +7.31% | 270 shares | 22K | $64.27 | 3.96K |
| Q2 2017 | share | Increase | +3.21% | 115 shares | 5K | $63.41 | 3.69K |
| Q1 2017 | share | Increase | +35.13% | 931 shares | 75K | $63.6 | 3.58K |
| Q4 2016 | share | Increase | 0.00% | 2.65K shares | 203K | $62.18 | 2.65K |