PBMARES WEALTH MANAGEMENT LLC – The Southern Company Transaction History
PBMARES WEALTH MANAGEMENT LLC portfolio value:
$346,000
portfolio value
PBMARES WEALTH MANAGEMENT LLC quarter portfolio value change:
-4.64%
quarter
The Southern Company 13F transactions
Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
---|---|---|---|---|---|---|---|
Q3 2022 | share | Decrease | -4.68% | -250 shares | -35K | $68 | 5.09K |
Q2 2022 | share | Increase | +0.38% | 20 shares | -5K | $71.31 | 5.34K |
Q1 2022 | share | Increase | +1.16% | 61 shares | 25K | $72.51 | 5.32K |
Q4 2021 | share | Increase | 0.00% | 5.26K shares | 361K | $68.36 | 5.26K |