Beacon Investment Advisory Services’s Dominion Energy D Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
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|
2022
Q2 | $223K | Hold |
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|
2022
Q1 | $238K | Sell |
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|
2021
Q4 | $229K | Sell |
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|
2021
Q3 | $314K | Buy |
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|
2021
Q2 | $213K | Sell |
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|
2021
Q1 | $373K | Sell |
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|
2020
Q4 | $371K | Sell |
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|
2020
Q3 | $410K | Sell |
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|
2020
Q2 | $3.92M | Buy |
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|
2020
Q1 | $3.4M | Sell |
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|
2019
Q4 | $4M | Buy |
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|
2019
Q3 | $3.83M | Buy |
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|
2019
Q2 | $3.52M | Sell |
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|
2019
Q1 | $3.83M | Buy |
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|
2018
Q4 | $3.26M | Sell |
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|
2018
Q3 | $3.39M | Buy |
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|
2018
Q2 | $3.27M | Buy |
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|
2018
Q1 | $2.58M | Sell |
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|
2017
Q4 | $3.14M | Sell |
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|
2017
Q3 | $3.54M | Buy |
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