PBMARES WEALTH MANAGEMENT LLC – Dominion Energy, Inc. Transaction History
PBMARES WEALTH MANAGEMENT LLC portfolio value:
$1.18M
portfolio value
PBMARES WEALTH MANAGEMENT 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 | +0.23% | 40 shares | -180K | $69.11 | 17.11K |
| Q2 2022 | share | Increase | +11.86% | 1.81K shares | 66K | $79.81 | 17.07K |
| Q1 2022 | share | Decrease | -1.15% | -177 shares | 84K | $84.97 | 15.26K |
| Q4 2021 | share | Decrease | -1.86% | -293 shares | 64K | $78.47 | 15.44K |
| Q3 2021 | share | Decrease | -5.95% | -996 shares | -82K | $72.39 | 15.73K |
| Q2 2021 | share | Increase | +3.74% | 604 shares | 6K | $72.35 | 16.73K |
| Q1 2021 | share | Decrease | -12.44% | -2.29K shares | -160K | $74.09 | 16.12K |
| Q4 2020 | share | Decrease | -1.63% | -305 shares | -93K | $72.68 | 18.42K |
| Q3 2020 | share | Increase | +12.14% | 2.02K shares | 122K | $75.68 | 18.72K |
| Q2 2020 | share | Decrease | -5.33% | -941 shares | 83K | $76.92 | 16.69K |
| Q1 2020 | share | Increase | +31.29% | 4.20K shares | 160K | $67.65 | 17.63K |
| Q4 2019 | share | Increase | 0.00% | 13.43K shares | 1.11M | $76.73 | 13.43K |