EXENCIAL WEALTH ADVISORS, LLC – Dominion Energy, Inc. Transaction History
EXENCIAL WEALTH ADVISORS, LLC portfolio value:
$1.87M
portfolio value
EXENCIAL WEALTH ADVISORS, 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 | -8.38% | -2.48K shares | -488K | $69.11 | 27.10K |
| Q2 2022 | share | Increase | +0.60% | 177 shares | -138K | $79.81 | 29.58K |
| Q1 2022 | share | Increase | +5.43% | 1.51K shares | 308K | $84.97 | 29.40K |
| Q4 2021 | share | Increase | +8.11% | 2.09K shares | 307K | $78.47 | 27.89K |
| Q3 2021 | share | Increase | +0.24% | 63 shares | -10K | $72.39 | 25.80K |
| Q2 2021 | share | Increase | +8.61% | 2.04K shares | 94K | $72.35 | 25.73K |
| Q1 2021 | share | Decrease | -8.91% | -2.31K shares | -156K | $74.09 | 23.69K |
| Q4 2020 | share | Decrease | -51.80% | -27.95K shares | -2.30M | $72.68 | 26.01K |
| Q3 2020 | share | Increase | +94.08% | 26.16K shares | 2.00M | $75.68 | 53.97K |
| Q2 2020 | share | Increase | 0.00% | 27.81K shares | 2.25M | $76.92 | 27.81K |