Fiducient Advisors’s Dominion Energy D Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
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|
2023
Q1 | $203K | Hold |
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|
2022
Q4 | $223K | Hold |
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|
2022
Q3 | $251K | Hold |
|
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|
2022
Q2 | $290K | Hold |
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|
2022
Q1 | $309K | Hold |
|
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|
2021
Q4 | $285K | Hold |
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|
2021
Q3 | $265K | Sell |
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|
2021
Q2 | $287K | Sell |
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|
2021
Q1 | $306K | Sell |
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|
2020
Q4 | $329K | Hold |
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|
2020
Q3 | $345K | Hold |
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|
2020
Q2 | $355K | Sell |
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|
2020
Q1 | $330K | Hold |
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|
2019
Q4 | $379K | Hold |
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|
2019
Q3 | $370K | Hold |
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|
2019
Q2 | $353K | Hold |
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|
2019
Q1 | $350K | Hold |
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|
2018
Q4 | $327K | Sell |
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|
2018
Q3 | $324K | Buy |
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|
2018
Q2 | $314K | Sell |
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|
2018
Q1 | $348K | Buy |
|