MODERA WEALTH MANAGEMENT, LLC – Transaction History
MODERA WEALTH MANAGEMENT, LLC portfolio value:
6.64M
portfolio value
MODERA WEALTH MANAGEMENT, LLC quarter portfolio value change:
-11.89%
quarter
13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Decrease | -9.58% | -37.27K shares | -1.69M | 351.64K | |
| Q2 2022 | share | Decrease | -5.52% | -22.72K shares | -1.93M | 388.91K | |
| Q1 2022 | share | Decrease | -0.77% | -3.19K shares | -561K | 411.64K | |
| Q4 2021 | share | Increase | +83.77% | 189.09K shares | 4.98M | 414.83K | |
| Q3 2021 | share | Increase | 0.00% | 225.74K shares | 5.84M | 225.74K |