EVERCORE WEALTH MANAGEMENT, LLC – Dominion Energy, Inc. Transaction History
EVERCORE WEALTH MANAGEMENT, LLC portfolio value:
$1.28M
portfolio value
EVERCORE WEALTH MANAGEMENT, 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 | -1.07% | -200 shares | -214K | $69.11 | 18.53K |
| Q2 2022 | share | Decrease | -16.49% | -3.69K shares | -411K | $79.81 | 18.73K |
| Q1 2022 | share | Decrease | -0.07% | -15 shares | 142K | $84.97 | 22.43K |
| Q4 2021 | share | Decrease | -5.25% | -1.24K shares | 34K | $78.47 | 22.44K |
| Q3 2021 | share | Decrease | -0.21% | -50 shares | -17K | $72.39 | 23.69K |
| Q2 2021 | share | Decrease | -12.12% | -3.27K shares | -305K | $72.35 | 23.74K |
| Q1 2021 | share | Decrease | -18.33% | -6.06K shares | -435K | $74.09 | 27.01K |
| Q4 2020 | share | Decrease | -0.68% | -227 shares | -141K | $72.68 | 33.07K |
| Q3 2020 | share | Decrease | -2.32% | -791 shares | -140K | $75.68 | 33.30K |
| Q2 2020 | share | Increase | +0.44% | 151 shares | 317K | $76.92 | 34.09K |
| Q1 2020 | share | Decrease | -6.10% | -2.20K shares | -543K | $67.65 | 33.94K |
| Q4 2019 | share | Decrease | -8.98% | -3.56K shares | -224K | $76.73 | 36.15K |
| Q3 2019 | share | Increase | +10.30% | 3.71K shares | 435K | $74.24 | 39.71K |
| Q2 2019 | share | Increase | +30.17% | 8.34K shares | 662K | $70 | 36.00K |
| Q1 2019 | share | Increase | +6.47% | 1.68K shares | 264K | $68.58 | 27.66K |
| Q4 2018 | share | Increase | +7.53% | 1.81K shares | 159K | $63.15 | 25.98K |
| Q3 2018 | share | Increase | +4.73% | 1.09K shares | 125K | $61.42 | 24.16K |
| Q2 2018 | share | Increase | +44.37% | 7.09K shares | 495K | $58.9 | 23.07K |
| Q1 2018 | share | Increase | +4.73% | 721 shares | -159K | $57.51 | 15.98K |
| Q4 2017 | share | 0.00% | 0 shares | 63K | $68.34 | 15.25K | |
| Q3 2017 | share | Increase | +0.36% | 55 shares | 9K | $64.27 | 15.25K |
| Q2 2017 | share | Decrease | -19.84% | -3.76K shares | -307K | $63.41 | 15.20K |
| Q1 2017 | share | Decrease | -5.45% | -1.09K shares | -65K | $63.6 | 18.96K |
| Q4 2016 | share | Increase | +2.28% | 447 shares | 80K | $62.18 | 20.06K |
| Q3 2016 | share | Increase | +1.36% | 263 shares | -51K | $59.72 | 19.61K |
| Q2 2016 | share | Increase | +1.96% | 372 shares | 82K | $62.08 | 19.35K |
| Q1 2016 | share | Increase | +9.31% | 1.61K shares | 252K | $59.26 | 18.98K |