HERITAGE WEALTH ADVISORS – Dominion Energy, Inc. Transaction History
HERITAGE WEALTH ADVISORS portfolio value:
$17.71M
portfolio value
HERITAGE WEALTH ADVISORS quarter portfolio value change:
-13.41%
quarter
Dominion Energy, Inc. 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +3.47% | 8.60K shares | -2.05M | $69.11 | 256.25K |
| Q2 2022 | share | Increase | +14.17% | 30.73K shares | 1.33M | $79.81 | 247.65K |
| Q1 2022 | share | Decrease | -23.68% | -67.30K shares | -3.89M | $84.97 | 216.91K |
| Q4 2021 | share | Increase | +9.63% | 24.96K shares | 3.39M | $78.47 | 284.22K |
| Q3 2021 | share | Increase | +5.07% | 12.51K shares | 778.09K | $72.39 | 259.26K |
| Q2 2021 | share | Increase | +7.89% | 18.03K shares | 780.27K | $72.35 | 246.74K |
| Q1 2021 | share | Increase | +40.07% | 65.42K shares | 5.09M | $74.09 | 228.71K |
| Q4 2020 | share | Increase | +1.64% | 2.63K shares | -401.70K | $72.68 | 163.28K |
| Q3 2020 | share | Increase | +39.84% | 45.77K shares | 3.35M | $75.68 | 160.65K |
| Q2 2020 | share | Increase | +39.42% | 32.48K shares | 3.37M | $76.92 | 114.88K |
| Q1 2020 | share | Increase | +300.34% | 61.81K shares | 4.24M | $67.65 | 82.40K |
| Q4 2019 | share | Increase | +3.90% | 772 shares | 99.72K | $76.73 | 20.58K |
| Q3 2019 | share | Increase | +2.06% | 399 shares | 104.09K | $74.24 | 19.81K |
| Q2 2019 | share | Increase | +2.29% | 434 shares | 46.02K | $70 | 19.41K |
| Q1 2019 | share | Increase | +15.14% | 2.49K shares | 277.87K | $68.58 | 18.97K |
| Q4 2018 | share | Increase | +0.15% | 25 shares | 21K | $63.15 | 16.48K |
| Q3 2018 | share | Increase | +0.16% | 26 shares | 36K | $61.42 | 16.45K |
| Q2 2018 | share | Increase | +0.16% | 27 shares | 15K | $58.9 | 16.43K |
| Q1 2018 | share | Increase | +0.23% | 38 shares | -222K | $57.51 | 16.40K |
| Q4 2017 | share | Increase | +0.53% | 87 shares | 74K | $68.34 | 16.36K |
| Q3 2017 | share | Increase | +0.13% | 21 shares | 5K | $64.27 | 16.28K |
| Q2 2017 | share | Increase | +0.12% | 19 shares | -12K | $63.41 | 16.25K |
| Q1 2017 | share | Increase | +0.13% | 21 shares | 16K | $63.6 | 16.24K |
| Q4 2016 | share | Decrease | -8.37% | -1.48K shares | -70K | $62.18 | 16.21K |
| Q3 2016 | share | Decrease | -7.60% | -1.45K shares | -180K | $59.72 | 17.7K |
| Q2 2016 | share | Increase | +0.72% | 137 shares | 66K | $62.08 | 19.15K |
| Q1 2016 | share | 0.00% | 0 shares | 140K | $59.26 | 19.01K |