Girard Partners’s Dominion Energy D Stock Holding History

Girard Partners’s Portfolio D Stock Details D Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell
2023 Q3	$201K	Sell
2023 Q2	$239K	Sell
2023 Q1	$292K	Buy
2022 Q4	$273K	Sell
2022 Q3	$312K	Sell
2022 Q2	$393K	Sell
2022 Q1	$450K	Sell
2021 Q4	$465K	Sell
2021 Q3	$563K	Sell
2021 Q2	$669K	Sell
2021 Q1	$1.46M	Sell
2020 Q4	$1.51M	Sell
2020 Q3	$1.92M	Sell
2020 Q2	$2.17M	Sell
2020 Q1	$2.07M	Buy
2019 Q4	$2.21M	Buy
2019 Q3	$2.15M	Sell
2019 Q2	$2.08M	Buy
2019 Q1	$2M	Buy
2018 Q4	$1.84M	Buy
2018 Q3	$1.78M	Buy
2018 Q2	$1.72M	Buy
2018 Q1	$1.58M	Buy
2017 Q4	$1.9M	Sell
2017 Q3	$1.83M	Buy
2017 Q2	$1.81M	Sell
2017 Q1	$2.04M	Buy
2016 Q4	$1.99M	Buy
2016 Q3	$1.93M	Sell
2016 Q2	$2.34M	Buy
2016 Q1	$1.76M	Buy
2015 Q4	$1.31M	Buy
2015 Q3	$1.23M	Buy
2015 Q2	$1.02M	Buy
2015 Q1	$1M	Buy
2014 Q4	$866K	Buy
2014 Q3	$727K	Buy
2014 Q2	$691K	Buy
2014 Q1	$481K	Buy
2013 Q4	$272K	Buy