BFA
Beacon Financial Advisory’s Dominion Energy D Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-17,116
| Closed | -$842K | – | 292 |
|
|
2024
Q1 | $842K | Buy |
17,116
+6,454
| +61% | +$317K | 0.41% | 71 |
|
|
2023
Q4 | $501K | Sell |
10,662
-757
| -7% | -$35.6K | 0.24% | 119 |
|
|
2023
Q3 | $510K | Buy |
11,419
+325
| +3% | +$14.5K | 0.28% | 106 |
|
|
2023
Q2 | $575K | Buy |
11,094
+1,153
| +12% | +$59.7K | 0.33% | 98 |
|
|
2023
Q1 | $556K | Buy |
9,941
+902
| +10% | +$50.4K | 0.35% | 97 |
|
|
2022
Q4 | $554K | Buy |
9,039
+1,103
| +14% | +$67.6K | 0.4% | 82 |
|
|
2022
Q3 | $548K | Sell |
7,936
-317
| -4% | -$21.9K | 0.39% | 83 |
|
|
2022
Q2 | $659K | Buy |
8,253
+3
| +0% | +$240 | 0.37% | 84 |
|
|
2022
Q1 | $701K | Buy |
8,250
+503
| +6% | +$42.7K | 0.33% | 93 |
|
|
2021
Q4 | $609K | Buy |
7,747
+2
| +0% | +$157 | 0.28% | 110 |
|
|
2021
Q3 | $566K | Buy |
7,745
+22
| +0.3% | +$1.61K | 0.29% | 109 |
|
|
2021
Q2 | $568K | Sell |
7,723
-292
| -4% | -$21.5K | 0.31% | 108 |
|
|
2021
Q1 | $609K | Buy |
8,015
+2,366
| +42% | +$180K | 0.35% | 98 |
|
|
2020
Q4 | $424K | Buy |
5,649
+202
| +4% | +$15.2K | 0.28% | 113 |
|
|
2020
Q3 | $429K | Buy |
+5,447
| New | +$429K | 0.37% | 91 |
|