BAM
Bruderman Asset Management’s Dominion Energy D Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | $939K | Buy |
11,771
+18
| +0.2% | +$1.44K | 1.69% | 23 |
|
|
2022
Q1 | $1M | Sell |
11,753
-8,473
| -42% | -$722K | 1.51% | 22 |
|
|
2021
Q4 | $1.59M | Sell |
20,226
-47,591
| -70% | -$3.74M | 1.21% | 25 |
|
|
2021
Q3 | $4.95M | Buy |
67,817
+718
| +1% | +$52.4K | 1.24% | 26 |
|
|
2021
Q2 | $4.94M | Buy |
67,099
+1,211
| +2% | +$89.1K | 1.53% | 26 |
|
|
2021
Q1 | $5.01M | Buy |
65,888
+1,571
| +2% | +$119K | 1.39% | 24 |
|
|
2020
Q4 | $4.84M | Buy |
64,317
+3,335
| +5% | +$251K | 1.41% | 26 |
|
|
2020
Q3 | $4.81M | Sell |
60,982
-4,601
| -7% | -$363K | 1.58% | 22 |
|
|
2020
Q2 | $5.4M | Buy |
65,583
+610
| +0.9% | +$50.2K | 1.79% | 17 |
|
|
2020
Q1 | $4.54M | Buy |
64,973
+3,684
| +6% | +$258K | 1.8% | 17 |
|
|
2019
Q4 | $5.02M | Sell |
61,289
-8,595
| -12% | -$704K | 1.57% | 22 |
|
|
2019
Q3 | $5.61M | Sell |
69,884
-5,138
| -7% | -$412K | 1.42% | 25 |
|
|
2019
Q2 | $5.8M | Buy |
75,022
+284
| +0.4% | +$22K | 1.37% | 30 |
|
|
2019
Q1 | $5.73M | Buy |
74,738
+587
| +0.8% | +$45K | 1.26% | 30 |
|
|
2018
Q4 | $5.3M | Buy |
74,151
+537
| +0.7% | +$38.4K | 1.37% | 27 |
|
|
2018
Q3 | $5.17M | Buy |
73,614
+668
| +0.9% | +$47K | 1.19% | 34 |
|
|
2018
Q2 | $4.97M | Buy |
72,946
+20,019
| +38% | +$1.36M | 1.21% | 26 |
|
|
2018
Q1 | $3.57M | Buy |
52,927
+32,534
| +160% | +$2.19M | 0.85% | 41 |
|
|
2017
Q4 | $1.65M | Buy |
+20,393
| New | +$1.65M | 0.42% | 54 |
|
|
2016
Q3 | – | Sell |
-200
| Closed | -$16K | – | 383 |
|
|
2016
Q2 | $16K | Hold |
200
| – | – | 0.01% | 282 |
|
|
2016
Q1 | $15K | Hold |
200
| – | – | 0.01% | 291 |
|
|
2015
Q4 | $14K | Hold |
200
| – | – | 0.01% | 311 |
|
|
2015
Q3 | $14K | Hold |
200
| – | – | 0.01% | 311 |
|
|
2015
Q2 | $13K | Buy |
+200
| New | +$13K | 0.01% | 330 |
|