FVWA
Foster Victor Wealth Advisors’s Dominion Energy D Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | 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% | +$1.4M | 0.65% | 58 |
|
|
2022
Q3 | $3.94M | Buy |
59,747
+4,663
| +8% | +$308K | 0.57% | 62 |
|
|
2022
Q2 | $4.41M | Buy |
55,084
+4,012
| +8% | +$321K | 0.66% | 58 |
|
|
2022
Q1 | $4.49M | Buy |
51,072
+6,809
| +15% | +$598K | 0.61% | 59 |
|
|
2021
Q4 | $3.51M | Buy |
44,263
+3,881
| +10% | +$308K | 0.48% | 67 |
|
|
2021
Q3 | $2.95M | Buy |
40,382
+2,451
| +6% | +$179K | 0.47% | 66 |
|
|
2021
Q2 | $2.79M | Buy |
37,931
+4,292
| +13% | +$316K | 0.47% | 66 |
|
|
2021
Q1 | $2.61M | Buy |
33,639
+7,614
| +29% | +$590K | 0.48% | 60 |
|
|
2020
Q4 | $1.96M | Buy |
26,025
+3,257
| +14% | +$245K | 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% | +$346K | 0.57% | 45 |
|
|
2020
Q1 | $1.29M | Sell |
16,819
-179
| -1% | -$13.7K | 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% | +$426K | 0.62% | 42 |
|
|
2019
Q2 | $661K | Sell |
8,459
-4,610
| -35% | -$360K | 0.49% | 44 |
|
|
2019
Q1 | $1M | Buy |
13,069
+1,464
| +13% | +$112K | 0.78% | 18 |
|
|
2018
Q4 | $829K | Buy |
+11,605
| New | +$829K | 0.78% | 15 |
|