MODERA WEALTH MANAGEMENT, LLC – Transaction History
MODERA WEALTH MANAGEMENT, LLC portfolio value:
$43.92M
portfolio value
MODERA WEALTH MANAGEMENT, LLC quarter portfolio value change:
-4.74%
quarter
13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Decrease | -2.53% | -29.39K shares | -3.38M | $38.82 | 1.13M |
| Q2 2022 | share | Decrease | -1.46% | -17.14K shares | -10.44M | $40.75 | 1.16M |
| Q1 2022 | share | Increase | +0.33% | 3.82K shares | -2.96M | $49.02 | 1.17M |
| Q4 2021 | share | Increase | +2.35% | 26.96K shares | 6.60M | $51.85 | 1.17M |
| Q3 2021 | share | Decrease | -1.03% | -11.93K shares | -522K | $47.16 | 1.14M |
| Q2 2021 | share | Increase | 0.00% | 1.15M shares | 54.62M | $46.99 | 1.15M |