BHWA
Beacon Harbor Wealth Advisors’s Dominion Energy D Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-4,426
| Closed | -$336K | – | 71 |
|
|
2021
Q1 | $336K | Buy |
+4,426
| New | +$336K | 0.13% | 58 |
|
|
2020
Q3 | – | Sell |
-43,352
| Closed | -$3.52M | – | 45 |
|
|
2020
Q2 | $3.52M | Sell |
43,352
-139
| -0.3% | -$11.3K | 2.02% | 13 |
|
|
2020
Q1 | $3.14M | Buy |
+43,491
| New | +$3.14M | 2.37% | 13 |
|
|
2019
Q3 | – | Sell |
-5,299
| Closed | -$410K | – | 56 |
|
|
2019
Q2 | $410K | Buy |
+5,299
| New | +$410K | 0.38% | 36 |
|