Certified Advisory Corp’s Dominion Energy D Stock Holding History

Certified Advisory Corp’s Portfolio D Stock Details D Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q2	–	Sell	-406	Closed	-$31K	–	313
2021 Q1	$31K	Buy	+406	New	+$29.5K	0.01%	419
2020 Q2	$30K	Buy	374 +4	+1%	+$321	0.01%	375
2020 Q1	$27K	Buy	370 +15	+4%	+$1.23K	0.01%	360
2019 Q4	$29K	Buy	355 +4	+1%	+$327	0.01%	395
2019 Q3	$28K	Buy	351 +4	+1%	+$309	0.01%	415
2019 Q2	$27K	Sell	347 -796	-70%	-$60.7K	0.01%	426
2019 Q1	$88K	Sell	1,143 -189	-14%	-$13.8K	0.04%	228
2018 Q4	$95K	Buy	1,332 +197	+17%	+$14.4K	0.05%	201
2018 Q3	$80K	Buy	1,135 +4	+0.4%	+$283	0.04%	229
2018 Q2	$77K	Buy	1,131 +800	+242%	+$52.1K	0.04%	226
2018 Q1	$22K	Hold	331	–	–	0.01%	389
2017 Q4	$26K	Buy	+331	New	+$26.8K	0.02%	324

Other funds holding D

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Certified Advisory Corp's D Position: Q2 2021 in Review

Certified Advisory Corp sold out of Dominion Energy (D) in Q2 2021, closing a stake of 406 shares — an estimated $31K sold.

Certified Advisory Corp first reported a position in D in Q4 2017 and held it in 12 quarters. The position peaked at $95K in Q4 2018. 1,433 funds tracked by Wall St. Rank hold D as of Q2 2021.

Certified Advisory Corp reported no remaining Dominion Energy position as of Q2 2021 after selling out during the quarter.
Certified Advisory Corp sold 406 Dominion Energy shares in Q2 2021, an estimated $31K.
Certified Advisory Corp first reported a position in Dominion Energy in Q4 2017 and held it in 12 quarters.
Certified Advisory Corp's Dominion Energy position peaked at $95K in Q4 2018.
1,433 funds tracked by Wall St. Rank held Dominion Energy as of Q2 2021.

Based on Certified Advisory Corp's 13F filing for Q2 2021, filed 16 Aug 2021.