MODERA WEALTH MANAGEMENT, LLC – Transaction History
MODERA WEALTH MANAGEMENT, LLC portfolio value:
1.18M
portfolio value
MODERA WEALTH MANAGEMENT, LLC quarter portfolio value change:
-8.10%
quarter
13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +5.24% | 1.87K shares | -41K | 37.68K | |
| Q2 2022 | share | Increase | +2.64% | 921 shares | -56K | 35.81K | |
| Q1 2022 | share | Increase | +21.15% | 6.09K shares | 283K | 34.88K | |
| Q4 2021 | share | Increase | +0.72% | 206 shares | 47K | 28.79K | |
| Q3 2021 | share | Increase | +0.67% | 191 shares | -2K | 28.59K | |
| Q2 2021 | share | Increase | 0.00% | 28.40K shares | 957K | 28.40K |