MODERA WEALTH MANAGEMENT, LLC – Dominion Energy, Inc. Transaction History
MODERA WEALTH MANAGEMENT, LLC portfolio value:
$299,000
portfolio value
MODERA 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 | -10.21% | -491 shares | -85K | $69.11 | 4.32K |
| Q2 2022 | share | Increase | +0.94% | 45 shares | -21K | $79.81 | 4.81K |
| Q1 2022 | share | Increase | +40.47% | 1.37K shares | 139K | $84.97 | 4.76K |
| Q4 2021 | share | Increase | +3.22% | 106 shares | 26K | $78.47 | 3.39K |
| Q3 2021 | share | Decrease | -6.86% | -242 shares | -20K | $72.39 | 3.28K |
| Q2 2021 | share | Increase | +8.48% | 276 shares | 13K | $72.35 | 3.52K |
| Q1 2021 | share | Decrease | -3.93% | -133 shares | -7K | $74.09 | 3.25K |
| Q4 2020 | share | Increase | +19.94% | 563 shares | 31K | $72.68 | 3.38K |
| Q3 2020 | share | 0.00% | 0 shares | -6K | $75.68 | 2.82K | |
| Q2 2020 | share | Decrease | -8.14% | -250 shares | 7K | $76.92 | 2.82K |
| Q1 2020 | share | 0.00% | 0 shares | -33K | $67.65 | 3.07K | |
| Q4 2019 | share | Increase | +1.55% | 47 shares | 10K | $76.73 | 3.07K |
| Q3 2019 | share | Increase | +6.51% | 185 shares | 25K | $74.24 | 3.02K |
| Q2 2019 | share | 0.00% | 0 shares | 2K | $70 | 2.84K | |
| Q1 2019 | share | Decrease | -0.94% | -27 shares | 13K | $68.58 | 2.84K |
| Q4 2018 | share | Increase | 0.00% | 2.86K shares | 205K | $63.15 | 2.86K |
| Q1 2018 | share | Decrease | -100.00% | -2.66K shares | -216K | $57.51 | 0 |
| Q4 2017 | share | Decrease | -3.75% | -104 shares | 3K | $68.34 | 2.66K |
| Q3 2017 | share | Decrease | -2.26% | -64 shares | -4K | $64.27 | 2.77K |
| Q2 2017 | share | 0.00% | 0 shares | -3K | $63.41 | 2.83K | |
| Q1 2017 | share | 0.00% | 0 shares | 3K | $63.6 | 2.83K | |
| Q4 2016 | share | 0.00% | 0 shares | 6K | $62.18 | 2.83K | |
| Q3 2016 | share | Decrease | -2.07% | -60 shares | -15K | $59.72 | 2.83K |
| Q2 2016 | share | Increase | 0.00% | 2.89K shares | 226K | $62.08 | 2.89K |