IVC WEALTH ADVISORS LLC – The Southern Company Transaction History
IVC WEALTH ADVISORS LLC portfolio value:
$533,000
portfolio value
IVC WEALTH ADVISORS 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 | Increase | +17.95% | 1.19K shares | 59K | $68 | 7.83K |
| Q2 2022 | share | Decrease | -2.28% | -155 shares | -19K | $71.31 | 6.64K |
| Q1 2022 | share | 0.00% | 0 shares | 0 | $72.51 | 6.62K | |
| Q4 2021 | share | Increase | +3.37% | 216 shares | 57K | $68.36 | 6.62K |
| Q3 2021 | share | Decrease | -5.99% | -408 shares | -15K | $61.32 | 6.40K |
| Q2 2021 | share | Increase | +7.07% | 450 shares | 16K | $59.27 | 6.81K |
| Q1 2021 | share | Increase | +5.38% | 325 shares | 25K | $60.28 | 6.36K |
| Q4 2020 | share | Increase | 0.00% | 6.04K shares | 371K | $58.94 | 6.04K |