BIA
Bigelow Investment Advisors’s Dominion Energy D Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-8,126
| Closed | -$454K | – | 148 |
|
|
2023
Q1 | $454K | Sell |
8,126
-953
| -10% | -$53.3K | 0.26% | 102 |
|
|
2022
Q4 | $557K | Buy |
9,079
+594
| +7% | +$36.4K | 0.32% | 91 |
|
|
2022
Q3 | $586K | Buy |
8,485
+1,028
| +14% | +$71K | 0.35% | 81 |
|
|
2022
Q2 | $595K | Buy |
7,457
+517
| +7% | +$41.3K | 0.33% | 87 |
|
|
2022
Q1 | $590K | Buy |
6,940
+250
| +4% | +$21.3K | 0.28% | 91 |
|
|
2021
Q4 | $526K | Buy |
6,690
+159
| +2% | +$12.5K | 0.24% | 93 |
|
|
2021
Q3 | $477K | Sell |
6,531
-2,482
| -28% | -$181K | 0.24% | 95 |
|
|
2021
Q2 | $663K | Buy |
9,013
+40
| +0.4% | +$2.94K | 0.32% | 83 |
|
|
2021
Q1 | $682K | Buy |
8,973
+232
| +3% | +$17.6K | 0.35% | 77 |
|
|
2020
Q4 | $657K | Buy |
8,741
+485
| +6% | +$36.5K | 0.35% | 74 |
|
|
2020
Q3 | $652K | Buy |
8,256
+730
| +10% | +$57.7K | 0.39% | 69 |
|
|
2020
Q2 | $611K | Buy |
7,526
+4,057
| +117% | +$329K | 0.4% | 65 |
|
|
2020
Q1 | $250K | Buy |
3,469
+651
| +23% | +$46.9K | 0.19% | 122 |
|
|
2019
Q4 | $233K | Buy |
+2,818
| New | +$233K | 0.14% | 146 |
|