KEUDELL/MORRISON WEALTH MANAGEMENT – Dominion Energy, Inc. Transaction History
KEUDELL/MORRISON WEALTH MANAGEMENT portfolio value:
$649,000
portfolio value
KEUDELL/MORRISON WEALTH MANAGEMENT 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 | +8.60% | 744 shares | -42K | $69.11 | 9.39K |
| Q2 2022 | share | Increase | +9.38% | 742 shares | 19K | $79.81 | 8.65K |
| Q1 2022 | share | Increase | +7.79% | 572 shares | 95K | $84.97 | 7.91K |
| Q4 2021 | share | Increase | +0.15% | 11 shares | 42K | $78.47 | 7.34K |
| Q3 2021 | share | Increase | +19.50% | 1.19K shares | 84K | $72.39 | 7.32K |
| Q2 2021 | share | Increase | +0.66% | 40 shares | -12K | $72.35 | 6.13K |
| Q1 2021 | share | Decrease | -5.96% | -386 shares | -24K | $74.09 | 6.09K |
| Q4 2020 | share | Decrease | -11.16% | -814 shares | -89K | $72.68 | 6.47K |
| Q3 2020 | share | Decrease | -31.10% | -3.29K shares | -283K | $75.68 | 7.29K |
| Q2 2020 | share | Decrease | -0.52% | -55 shares | 91K | $76.92 | 10.58K |
| Q1 2020 | share | Increase | +0.61% | 65 shares | -108K | $67.65 | 10.64K |
| Q4 2019 | share | Increase | +0.77% | 81 shares | 26K | $76.73 | 10.57K |
| Q3 2019 | share | Decrease | -2.18% | -234 shares | 52K | $74.24 | 10.49K |
| Q2 2019 | share | Increase | +6.93% | 695 shares | 29K | $70 | 10.72K |
| Q1 2019 | share | Increase | 0.00% | 10.03K shares | 769K | $68.58 | 10.03K |