ALERA INVESTMENT ADVISORS, LLC – Dominion Energy, Inc. Transaction History
ALERA INVESTMENT ADVISORS, LLC portfolio value:
$702,000
portfolio value
ALERA INVESTMENT 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 | Increase | +2.78% | 275 shares | -87K | $69.11 | 10.15K |
| Q2 2022 | share | Decrease | -3.45% | -353 shares | -81K | $79.81 | 9.88K |
| Q1 2022 | share | Increase | 0.00% | 10.23K shares | 870K | $84.97 | 10.23K |
| Q2 2019 | share | Decrease | -100.00% | -284 shares | -22K | $70 | 0 |
| Q1 2019 | share | Increase | +16.39% | 40 shares | 5K | $68.58 | 284 |
| Q4 2018 | share | Increase | 0.00% | 244 shares | 17K | $63.15 | 244 |