BTWM
Baker Tilly Wealth Management’s Dominion Energy D Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-20,772
| Closed | -$1.16M | – | 554 |
|
|
2023
Q1 | $1.16M | Buy |
20,772
+8,630
| +71% | +$483K | 0.13% | 175 |
|
|
2022
Q4 | $745K | Sell |
12,142
-2,421
| -17% | -$148K | 0.09% | 241 |
|
|
2022
Q3 | $1.01M | Buy |
14,563
+768
| +6% | +$53.1K | 0.14% | 162 |
|
|
2022
Q2 | $1.1M | Sell |
13,795
-143
| -1% | -$11.4K | 0.14% | 149 |
|
|
2022
Q1 | $1.18M | Buy |
13,938
+427
| +3% | +$36.3K | 0.13% | 160 |
|
|
2021
Q4 | $1.06M | Buy |
13,511
+1,286
| +11% | +$101K | 0.11% | 183 |
|
|
2021
Q3 | $893K | Buy |
12,225
+1,877
| +18% | +$137K | 0.12% | 186 |
|
|
2021
Q2 | $761K | Buy |
10,348
+716
| +7% | +$52.7K | 0.12% | 188 |
|
|
2021
Q1 | $732K | Buy |
9,632
+1,577
| +20% | +$120K | 0.15% | 176 |
|
|
2020
Q4 | $606K | Buy |
+8,055
| New | +$606K | 0.19% | 129 |
|