BWM
BerganKDV Wealth Management’s Dominion Energy D Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $1.18M | Buy |
22,831
+182
| +0.8% | +$9.43K | 0.12% | 124 |
|
|
2023
Q1 | $1.27M | Buy |
22,649
+2,007
| +10% | +$112K | 0.13% | 117 |
|
|
2022
Q4 | $1.27M | Sell |
20,642
-2,836
| -12% | -$174K | 0.14% | 109 |
|
|
2022
Q3 | $1.62M | Buy |
23,478
+1,447
| +7% | +$100K | 0.19% | 100 |
|
|
2022
Q2 | $1.76M | Buy |
22,031
+106
| +0.5% | +$8.46K | 0.2% | 97 |
|
|
2022
Q1 | $1.86M | Buy |
21,925
+2,337
| +12% | +$199K | 0.2% | 94 |
|
|
2021
Q4 | $1.54M | Sell |
19,588
-909
| -4% | -$71.4K | 0.16% | 104 |
|
|
2021
Q3 | $1.5M | Sell |
20,497
-10
| -0% | -$730 | 0.17% | 101 |
|
|
2021
Q2 | $1.51M | Sell |
20,507
-155
| -0.8% | -$11.4K | 0.18% | 96 |
|
|
2021
Q1 | $1.57M | Sell |
20,662
-1,267
| -6% | -$96.3K | 0.2% | 96 |
|
|
2020
Q4 | $1.65M | Sell |
21,929
-1,302
| -6% | -$97.9K | 0.23% | 87 |
|
|
2020
Q3 | $1.83M | Sell |
23,231
-2,132
| -8% | -$168K | 0.29% | 74 |
|
|
2020
Q2 | $2.06M | Sell |
25,363
-2,354
| -8% | -$191K | 0.35% | 62 |
|
|
2020
Q1 | $2M | Buy |
27,717
+3,243
| +13% | +$234K | 0.41% | 52 |
|
|
2019
Q4 | $2.03M | Sell |
24,474
-1,764
| -7% | -$146K | 0.36% | 60 |
|
|
2019
Q3 | $2.13M | Sell |
26,238
-1,383
| -5% | -$112K | 0.42% | 51 |
|
|
2019
Q2 | $2.14M | Sell |
27,621
-838
| -3% | -$64.8K | 0.42% | 49 |
|
|
2019
Q1 | $2.18M | Buy |
28,459
+1,914
| +7% | +$147K | 0.45% | 45 |
|
|
2018
Q4 | $1.9M | Buy |
26,545
+164
| +0.6% | +$11.7K | 0.44% | 41 |
|
|
2018
Q3 | $1.85M | Sell |
26,381
-443
| -2% | -$31.1K | 0.4% | 48 |
|
|
2018
Q2 | $1.83M | Buy |
26,824
+3,785
| +16% | +$258K | 0.41% | 44 |
|
|
2018
Q1 | $1.55M | Buy |
23,039
+651
| +3% | +$43.9K | 0.42% | 47 |
|
|
2017
Q4 | $1.82M | Sell |
22,388
-169
| -0.7% | -$13.7K | 0.43% | 36 |
|
|
2017
Q3 | $1.74M | Buy |
+22,557
| New | +$1.74M | 0.43% | 34 |
|