BWA
BDO Wealth Advisors’s Dominion Energy D Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $76.4K | Hold |
1,475
| – | – | 0.01% | 369 |
|
|
2023
Q1 | $82.5K | Sell |
1,475
-150
| -9% | -$8.39K | 0.01% | 346 |
|
|
2022
Q4 | $99.6K | Hold |
1,625
| – | – | 0.01% | 331 |
|
|
2022
Q3 | $112K | Buy |
1,625
+150
| +10% | +$10.3K | 0.01% | 315 |
|
|
2022
Q2 | $118K | Hold |
1,475
| – | – | 0.01% | 309 |
|
|
2022
Q1 | $125K | Sell |
1,475
-63
| -4% | -$5.34K | 0.01% | 312 |
|
|
2021
Q4 | $121K | Buy |
1,538
+63
| +4% | +$4.96K | 0.01% | 331 |
|
|
2021
Q3 | $108K | Hold |
1,475
| – | – | 0.01% | 346 |
|
|
2021
Q2 | $109K | Hold |
1,475
| – | – | 0.01% | 358 |
|
|
2021
Q1 | $112K | Hold |
1,475
| – | – | 0.01% | 345 |
|
|
2020
Q4 | $111K | Hold |
1,475
| – | – | 0.02% | 276 |
|
|
2020
Q3 | $116K | Hold |
1,475
| – | – | 0.02% | 259 |
|
|
2020
Q2 | $120K | Hold |
1,475
| – | – | 0.02% | 263 |
|
|
2020
Q1 | $106K | Buy |
1,475
+1,420
| +2,582% | +$102K | 0.02% | 265 |
|
|
2019
Q4 | $5K | Hold |
55
| – | – | ﹤0.01% | 479 |
|
|
2019
Q3 | $4K | Sell |
55
-246
| -82% | -$17.9K | ﹤0.01% | 524 |
|
|
2019
Q2 | $23K | Sell |
301
-750
| -71% | -$57.3K | 0.01% | 375 |
|
|
2019
Q1 | $81K | Buy |
1,051
+701
| +200% | +$54K | 0.02% | 238 |
|
|
2018
Q4 | $25K | Hold |
350
| – | – | 0.01% | 318 |
|
|
2018
Q3 | $25K | Hold |
350
| – | – | 0.01% | 359 |
|
|
2018
Q2 | $24K | Buy |
+350
| New | +$24K | 0.01% | 366 |
|
|
2018
Q1 | – | Sell |
-316
| Closed | -$26K | – | 580 |
|
|
2017
Q4 | $26K | Buy |
316
+15
| +5% | +$1.23K | 0.01% | 254 |
|
|
2017
Q3 | $23K | Sell |
301
-567
| -65% | -$43.3K | 0.01% | 254 |
|
|
2017
Q2 | $66K | Buy |
+868
| New | +$66K | 0.03% | 210 |
|