BerganKDV Wealth Management’s Dominion Energy D Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $1.18M | Buy |
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|
2023
Q1 | $1.27M | Buy |
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|
2022
Q4 | $1.27M | Sell |
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|
2022
Q3 | $1.62M | Buy |
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|
2022
Q2 | $1.76M | Buy |
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|
2022
Q1 | $1.86M | Buy |
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|
2021
Q4 | $1.54M | Sell |
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|
2021
Q3 | $1.5M | Sell |
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|
2021
Q2 | $1.51M | Sell |
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|
2021
Q1 | $1.57M | Sell |
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|
2020
Q4 | $1.65M | Sell |
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|
2020
Q3 | $1.83M | Sell |
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|
2020
Q2 | $2.06M | Sell |
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|
2020
Q1 | $2M | Buy |
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|
2019
Q4 | $2.03M | Sell |
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|
2019
Q3 | $2.13M | Sell |
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|
2019
Q2 | $2.14M | Sell |
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|
2019
Q1 | $2.18M | Buy |
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|
2018
Q4 | $1.9M | Buy |
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|
2018
Q3 | $1.85M | Sell |
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|
2018
Q2 | $1.83M | Buy |
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|
2018
Q1 | $1.55M | Buy |
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|
2017
Q4 | $1.81M | Sell |
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|
2017
Q3 | $1.74M | Buy |
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