4WM
4J Wealth Management’s Dominion Energy D Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-4,592
| Closed | -$238K | – | 86 |
|
|
2023
Q2 | $238K | Hold |
4,592
| – | – | 0.23% | 75 |
|
|
2023
Q1 | $257K | Sell |
4,592
-794
| -15% | -$44.4K | 0.28% | 66 |
|
|
2022
Q4 | $330K | Buy |
5,386
+181
| +3% | +$11.1K | 0.38% | 57 |
|
|
2022
Q3 | $360K | Buy |
5,205
+106
| +2% | +$7.33K | 0.46% | 51 |
|
|
2022
Q2 | $407K | Buy |
5,099
+6
| +0.1% | +$479 | 0.51% | 42 |
|
|
2022
Q1 | $433K | Buy |
5,093
+210
| +4% | +$17.9K | 0.38% | 45 |
|
|
2021
Q4 | $384K | Sell |
4,883
-273
| -5% | -$21.5K | 0.32% | 50 |
|
|
2021
Q3 | $376K | Sell |
5,156
-280
| -5% | -$20.4K | 0.33% | 51 |
|
|
2021
Q2 | $400K | Sell |
5,436
-60
| -1% | -$4.42K | 0.35% | 47 |
|
|
2021
Q1 | $417K | Hold |
5,496
| – | – | 0.39% | 48 |
|
|
2020
Q4 | $413K | Buy |
+5,496
| New | +$413K | 0.4% | 49 |
|