BWA
Burt Wealth Advisors’s Dominion Energy D Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-1,416
| Closed | -$106K | – | 147 |
|
|
2020
Q4 | $106K | Hold |
1,416
| – | – | 0.04% | 129 |
|
|
2020
Q3 | $112K | Hold |
1,416
| – | – | 0.04% | 120 |
|
|
2020
Q2 | $115K | Hold |
1,416
| – | – | 0.05% | 113 |
|
|
2020
Q1 | $102K | Hold |
1,416
| – | – | 0.05% | 110 |
|
|
2019
Q4 | $117K | Hold |
1,416
| – | – | 0.05% | 115 |
|
|
2019
Q3 | $115K | Hold |
1,416
| – | – | 0.05% | 116 |
|
|
2019
Q2 | $109K | Hold |
1,416
| – | – | 0.05% | 122 |
|
|
2019
Q1 | $109K | Hold |
1,416
| – | – | 0.05% | 120 |
|
|
2018
Q4 | $101K | Sell |
1,416
-276
| -16% | -$19.7K | 0.05% | 124 |
|
|
2018
Q3 | $119K | Buy |
1,692
+276
| +19% | +$19.4K | 0.05% | 122 |
|
|
2018
Q2 | $97K | Hold |
1,416
| – | – | 0.05% | 129 |
|
|
2018
Q1 | $95K | Hold |
1,416
| – | – | 0.05% | 131 |
|
|
2017
Q4 | $115K | Hold |
1,416
| – | – | 0.07% | 118 |
|
|
2017
Q3 | $109K | Hold |
1,416
| – | – | 0.07% | 119 |
|
|
2017
Q2 | $108K | Hold |
1,416
| – | – | 0.07% | 114 |
|
|
2017
Q1 | $110K | Hold |
1,416
| – | – | 0.08% | 102 |
|
|
2016
Q4 | $108K | Hold |
1,416
| – | – | 0.1% | 108 |
|
|
2016
Q3 | $105K | Buy |
1,416
+272
| +24% | +$20.2K | 0.11% | 98 |
|
|
2016
Q2 | $89K | Sell |
1,144
-200
| -15% | -$15.6K | 0.1% | 108 |
|
|
2016
Q1 | $101K | Hold |
1,344
| – | – | 0.09% | 107 |
|
|
2015
Q4 | $90K | Sell |
1,344
-841
| -38% | -$56.3K | 0.07% | 109 |
|
|
2015
Q3 | $15K | Buy |
2,185
+872
| +66% | +$5.99K | 0.02% | 207 |
|
|
2015
Q2 | $87K | Hold |
1,313
| – | – | 0.09% | 113 |
|
|
2015
Q1 | $93K | Hold |
1,313
| – | – | 0.09% | 96 |
|
|
2014
Q4 | $112K | Buy |
+1,313
| New | +$112K | 0.12% | 95 |
|