MODERA WEALTH MANAGEMENT, LLC – Transaction History
MODERA WEALTH MANAGEMENT, LLC portfolio value:
2.93M
portfolio value
MODERA WEALTH MANAGEMENT, LLC quarter portfolio value change:
-3.36%
quarter
13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Decrease | -6.17% | -5.12K shares | -301K | 77.90K | |
| Q2 2022 | share | Decrease | -11.11% | -10.37K shares | -913K | 83.02K | |
| Q1 2022 | share | Increase | +2.69% | 2.44K shares | 114K | 93.40K | |
| Q4 2021 | share | Increase | 0.00% | 90.95K shares | 4.03M | 90.95K |