Bedel Financial Consulting’s Dominion Energy D Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-2,843
| Closed | -$227K | – | 217 |
|
|
2022
Q2 | $227K | Sell |
2,843
-102
| -3% | -$8.14K | 0.07% | 178 |
|
|
2022
Q1 | $250K | Sell |
2,945
-10
| -0.3% | -$849 | 0.08% | 163 |
|
|
2021
Q4 | $232K | Buy |
2,955
+10
| +0.3% | +$785 | 0.07% | 175 |
|
|
2021
Q3 | $215K | Hold |
2,945
| – | – | 0.07% | 177 |
|
|
2021
Q2 | $217K | Buy |
2,945
+200
| +7% | +$14.7K | 0.08% | 174 |
|
|
2021
Q1 | $209K | Hold |
2,745
| – | – | 0.08% | 171 |
|
|
2020
Q4 | $206K | Hold |
2,745
| – | – | 0.09% | 149 |
|
|
2020
Q3 | $217K | Hold |
2,745
| – | – | 0.11% | 133 |
|
|
2020
Q2 | $223K | Hold |
2,745
| – | – | 0.12% | 118 |
|
|
2020
Q1 | $198K | Hold |
2,745
| – | – | 0.13% | 117 |
|
|
2019
Q4 | $227K | Hold |
2,745
| – | – | 0.13% | 129 |
|
|
2019
Q3 | $222K | Buy |
2,745
+800
| +41% | +$64.7K | 0.13% | 128 |
|
|
2019
Q2 | $150K | Hold |
1,945
| – | – | 0.09% | 158 |
|
|
2019
Q1 | $149K | Buy |
1,945
+47
| +2% | +$3.6K | 0.1% | 154 |
|
|
2018
Q4 | $136K | Hold |
1,898
| – | – | 0.1% | 152 |
|
|
2018
Q3 | $137K | Hold |
1,898
| – | – | 0.09% | 167 |
|
|
2018
Q2 | $129K | Buy |
1,898
+577
| +44% | +$39.2K | 0.09% | 171 |
|
|
2018
Q1 | $89K | Buy |
+1,321
| New | +$89K | 0.07% | 211 |
|