BWM
Benchmark Wealth Management’s Dominion Energy D Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-3,474
| Closed | -$201K | – | 49 |
|
|
2023
Q1 | $201K | Hold |
3,474
| – | – | 0.13% | 51 |
|
|
2022
Q4 | $213K | Hold |
3,474
| – | – | 0.15% | 50 |
|
|
2022
Q3 | $240K | Hold |
3,474
| – | – | 0.19% | 43 |
|
|
2022
Q2 | $277K | Hold |
3,474
| – | – | 0.2% | 39 |
|
|
2022
Q1 | $295K | Hold |
3,474
| – | – | 0.2% | 36 |
|
|
2021
Q4 | $273K | Hold |
3,474
| – | – | 0.18% | 41 |
|
|
2021
Q3 | $254K | Hold |
3,474
| – | – | 0.18% | 38 |
|
|
2021
Q2 | $256K | Hold |
3,474
| – | – | 0.18% | 39 |
|
|
2021
Q1 | $264K | Hold |
3,474
| – | – | 0.2% | 36 |
|
|
2020
Q4 | $261K | Sell |
3,474
-450
| -11% | -$33.8K | 0.2% | 36 |
|
|
2020
Q3 | $310K | Hold |
3,924
| – | – | 0.24% | 27 |
|
|
2020
Q2 | $319K | Hold |
3,924
| – | – | 0.27% | 27 |
|
|
2020
Q1 | $283K | Hold |
3,924
| – | – | 0.28% | 25 |
|
|
2019
Q4 | $325K | Buy |
+3,924
| New | +$325K | 0.28% | 34 |
|