REGENT PEAK WEALTH ADVISORS LLC – Dominion Energy, Inc. Transaction History
REGENT PEAK WEALTH ADVISORS LLC portfolio value:
$222,000
portfolio value
REGENT PEAK 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 | Increase | +12.18% | 350 shares | -7K | $69.11 | 3.22K |
| Q2 2022 | share | Decrease | -21.16% | -771 shares | -81K | $79.81 | 2.87K |
| Q1 2022 | share | Increase | +0.89% | 32 shares | 26K | $84.97 | 3.64K |
| Q4 2021 | share | Increase | +0.56% | 20 shares | 22K | $78.47 | 3.61K |
| Q3 2021 | share | Increase | +1.01% | 36 shares | -4K | $72.39 | 3.59K |
| Q2 2021 | share | Decrease | -2.23% | -81 shares | -10K | $72.35 | 3.55K |
| Q1 2021 | share | Increase | +80.50% | 1.62K shares | 124K | $74.09 | 3.63K |
| Q4 2020 | share | Increase | 0.00% | 2.01K shares | 152K | $72.68 | 2.01K |
| Q3 2020 | share | Decrease | -100.00% | -2.75K shares | -223K | $75.68 | 0 |
| Q2 2020 | share | Decrease | -1.40% | -39 shares | 22K | $76.92 | 2.75K |
| Q1 2020 | share | Increase | 0.00% | 2.78K shares | 201K | $67.65 | 2.78K |