BCM Advisors’s Dominion Energy D Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-17,900	Closed	-$1.11M	–	62
2022 Q4	$1.11M	Hold	17,900	–	–	0.31%	39
2022 Q3	$1.24M	Hold	17,900	–	–	0.37%	34
2022 Q2	$1.41M	Hold	17,900	–	–	0.39%	30
2022 Q1	$1.51M	Hold	17,900	–	–	0.4%	26
2021 Q4	$1.44M	Buy	17,900 +7,700	+75%	+$621K	0.37%	25
2021 Q3	$734K	Hold	10,200	–	–	0.2%	38
2021 Q2	$774K	Hold	10,200	–	–	0.21%	38
2021 Q1	$810K	Hold	10,200	–	–	0.24%	38
2020 Q4	$767K	Hold	10,200	–	–	0.25%	38
2020 Q3	$814K	Buy	+10,200	New	+$814K	0.3%	31