Foster Victor Wealth 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 Q1	–	Sell	-82,446	Closed	-$5.1M	–	163
2022 Q4	$5.1M	Buy	82,446 +22,699	+38%	+$1.43M	0.65%	58
2022 Q3	$3.94M	Buy	59,747 +4,663	+8%	+$376K	0.57%	62
2022 Q2	$4.41M	Buy	55,084 +4,012	+8%	+$331K	0.66%	58
2022 Q1	$4.49M	Buy	51,072 +6,809	+15%	+$547K	0.61%	59
2021 Q4	$3.51M	Buy	44,263 +3,881	+10%	+$292K	0.48%	67
2021 Q3	$2.95M	Buy	40,382 +2,451	+6%	+$187K	0.47%	66
2021 Q2	$2.79M	Buy	37,931 +4,292	+13%	+$331K	0.47%	66
2021 Q1	$2.61M	Buy	33,639 +7,614	+29%	+$553K	0.48%	60
2020 Q4	$1.96M	Buy	26,025 +3,257	+14%	+$259K	0.45%	53
2020 Q3	$1.8M	Buy	22,768 +1,690	+8%	+$133K	0.49%	51
2020 Q2	$1.71M	Buy	21,078 +4,259	+25%	+$342K	0.57%	45
2020 Q1	$1.29M	Sell	16,819 -179	-1%	-$14.6K	0.57%	50
2019 Q4	$1.39M	Buy	16,998 +3,285	+24%	+$268K	0.6%	47
2019 Q3	$1.11M	Buy	13,713 +5,254	+62%	+$406K	0.62%	42
2019 Q2	$661K	Sell	8,459 -4,610	-35%	-$351K	0.49%	44
2019 Q1	$1M	Buy	13,069 +1,464	+13%	+$107K	0.78%	18
2018 Q4	$829K	Buy	+11,605	New	+$848K	0.78%	15