BFA
Benedict Financial Advisors’s Dominion Energy D Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-3,229
| Closed | -$223K | – | 116 |
|
|
2022
Q3 | $223K | Sell |
3,229
-480
| -13% | -$33.2K | 0.07% | 112 |
|
|
2022
Q2 | $296K | Sell |
3,709
-785
| -17% | -$62.6K | 0.09% | 110 |
|
|
2022
Q1 | $382K | Sell |
4,494
-591
| -12% | -$50.2K | 0.1% | 106 |
|
|
2021
Q4 | $399K | Sell |
5,085
-4,156
| -45% | -$326K | 0.1% | 107 |
|
|
2021
Q3 | $675K | Sell |
9,241
-2,166
| -19% | -$158K | 0.19% | 101 |
|
|
2021
Q2 | $839K | Sell |
11,407
-4,825
| -30% | -$355K | 0.23% | 95 |
|
|
2021
Q1 | $1.23M | Sell |
16,232
-5,057
| -24% | -$384K | 0.36% | 85 |
|
|
2020
Q4 | $1.6M | Sell |
21,289
-2,437
| -10% | -$183K | 0.58% | 58 |
|
|
2020
Q3 | $1.87M | Sell |
23,726
-1,538
| -6% | -$121K | 0.72% | 48 |
|
|
2020
Q2 | $2.05M | Sell |
25,264
-6
| -0% | -$487 | 0.85% | 43 |
|
|
2020
Q1 | $1.82M | Buy |
25,270
+219
| +0.9% | +$15.8K | 0.86% | 43 |
|
|
2019
Q4 | $2.08M | Buy |
25,051
+27
| +0.1% | +$2.24K | 0.81% | 45 |
|
|
2019
Q3 | $2.03M | Buy |
25,024
+62
| +0.2% | +$5.03K | 0.83% | 47 |
|
|
2019
Q2 | $1.93M | Buy |
24,962
+251
| +1% | +$19.4K | 0.8% | 46 |
|
|
2019
Q1 | $1.89M | Buy |
24,711
+68
| +0.3% | +$5.21K | 0.82% | 46 |
|
|
2018
Q4 | $1.76M | Sell |
24,643
-161
| -0.6% | -$11.5K | 0.87% | 45 |
|
|
2018
Q3 | $1.74M | Buy |
24,804
+20
| +0.1% | +$1.41K | 0.78% | 46 |
|
|
2018
Q2 | $1.69M | Buy |
24,784
+144
| +0.6% | +$9.82K | 0.84% | 45 |
|
|
2018
Q1 | $1.66M | Buy |
24,640
+50
| +0.2% | +$3.37K | 0.84% | 45 |
|
|
2017
Q4 | $1.99M | Sell |
24,590
-188
| -0.8% | -$15.2K | 0.96% | 42 |
|
|
2017
Q3 | $1.91M | Sell |
24,778
-162
| -0.6% | -$12.5K | 0.98% | 41 |
|
|
2017
Q2 | $1.94M | Buy |
24,940
+276
| +1% | +$21.4K | 1.01% | 41 |
|
|
2017
Q1 | $1.91M | Buy |
24,664
+233
| +1% | +$18.1K | 1.04% | 40 |
|
|
2016
Q4 | $1.87M | Buy |
24,431
+131
| +0.5% | +$10K | 1.08% | 38 |
|
|
2016
Q3 | $1.78M | Buy |
24,300
+25
| +0.1% | +$1.83K | 1.04% | 39 |
|
|
2016
Q2 | $1.89M | Sell |
24,275
-228
| -0.9% | -$17.8K | 1.11% | 38 |
|
|
2016
Q1 | $1.84M | Buy |
24,503
+259
| +1% | +$19.5K | 1.12% | 37 |
|
|
2015
Q4 | $1.64M | Buy |
24,244
+188
| +0.8% | +$12.7K | 1.04% | 40 |
|
|
2015
Q3 | $1.69M | Hold |
24,056
| – | – | 1.18% | 37 |
|
|
2015
Q2 | $1.64M | Buy |
24,056
+405
| +2% | +$27.6K | 1.07% | 38 |
|
|
2015
Q1 | $1.68M | Buy |
23,651
+198
| +0.8% | +$14.1K | 1.08% | 39 |
|
|
2014
Q4 | $1.78M | Buy |
+23,453
| New | +$1.78M | 1.16% | 34 |
|