FA
Fiducient Advisors’s Dominion Energy D Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-3,631
| Closed | -$203K | – | 53 |
|
|
2023
Q1 | $203K | Hold |
3,631
| – | – | 0.07% | 48 |
|
|
2022
Q4 | $223K | Hold |
3,631
| – | – | 0.07% | 170 |
|
|
2022
Q3 | $251K | Hold |
3,631
| – | – | 0.12% | 50 |
|
|
2022
Q2 | $290K | Hold |
3,631
| – | – | 0.11% | 71 |
|
|
2022
Q1 | $309K | Hold |
3,631
| – | – | 0.12% | 51 |
|
|
2021
Q4 | $285K | Hold |
3,631
| – | – | 0.09% | 48 |
|
|
2021
Q3 | $265K | Sell |
3,631
-275
| -7% | -$20.1K | 0.08% | 83 |
|
|
2021
Q2 | $287K | Sell |
3,906
-120
| -3% | -$8.82K | 0.09% | 60 |
|
|
2021
Q1 | $306K | Sell |
4,026
-345
| -8% | -$26.2K | 0.1% | 58 |
|
|
2020
Q4 | $329K | Hold |
4,371
| – | – | 0.12% | 53 |
|
|
2020
Q3 | $345K | Hold |
4,371
| – | – | 0.19% | 15 |
|
|
2020
Q2 | $355K | Sell |
4,371
-200
| -4% | -$16.2K | 0.21% | 15 |
|
|
2020
Q1 | $330K | Hold |
4,571
| – | – | 0.19% | 17 |
|
|
2019
Q4 | $379K | Hold |
4,571
| – | – | 0.21% | 15 |
|
|
2019
Q3 | $370K | Hold |
4,571
| – | – | 0.21% | 15 |
|
|
2019
Q2 | $353K | Hold |
4,571
| – | – | 0.21% | 16 |
|
|
2019
Q1 | $350K | Hold |
4,571
| – | – | 0.17% | 19 |
|
|
2018
Q4 | $327K | Sell |
4,571
-38
| -0.8% | -$2.72K | 0.19% | 20 |
|
|
2018
Q3 | $324K | Buy |
4,609
+1
| +0% | +$70 | 0.16% | 18 |
|
|
2018
Q2 | $314K | Sell |
4,608
-550
| -11% | -$37.5K | 0.16% | 18 |
|
|
2018
Q1 | $348K | Buy |
+5,158
| New | +$348K | 0.18% | 18 |
|