MODERA WEALTH MANAGEMENT, LLC – Transaction History
MODERA WEALTH MANAGEMENT, LLC portfolio value:
$402,000
portfolio value
MODERA WEALTH MANAGEMENT, LLC quarter portfolio value change:
-3.76%
quarter
13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +0.04% | 3 shares | -16K | $55.81 | 7.20K |
| Q2 2022 | share | Increase | +0.03% | 2 shares | -121K | $57.99 | 7.20K |
| Q1 2022 | share | Increase | +0.01% | 1 shares | -51K | $74.82 | 7.20K |
| Q4 2021 | share | Increase | +38.23% | 996 shares | 204K | $165.03 | 3.60K |
| Q3 2021 | share | 0.00% | 0 shares | 6K | $148.09 | 2.60K | |
| Q2 2021 | share | 0.00% | 0 shares | 42K | $145.82 | 2.60K | |
| Q1 2021 | share | 0.00% | 0 shares | 3K | $129.53 | 2.60K | |
| Q4 2020 | share | 0.00% | 0 shares | 35K | $128.03 | 2.60K | |
| Q3 2020 | share | 0.00% | 0 shares | 35K | $114.67 | 2.60K | |
| Q2 2020 | share | 0.00% | 0 shares | 58K | $100.94 | 2.60K | |
| Q1 2020 | share | 0.00% | 0 shares | -35K | $79.05 | 2.60K | |
| Q4 2019 | share | Decrease | -2.25% | -60 shares | 18K | $92.01 | 2.60K |
| Q3 2019 | share | 0.00% | 0 shares | 2K | $83.02 | 2.66K | |
| Q2 2019 | share | Increase | +2.30% | 60 shares | 15K | $82.02 | 2.66K |
| Q1 2019 | share | Increase | 0.00% | 2.60K shares | 207K | $78.11 | 2.60K |
| Q4 2018 | share | Decrease | -100.00% | -4.20K shares | -345K | $67.65 | 0 |
| Q3 2018 | share | Increase | 0.00% | 4.20K shares | 345K | $80.25 | 4.20K |