Aaron Wealth Advisors’s Dominion Energy D Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $273K | Sell |
4,832
-647
| -12% | -$36.6K | 0.03% | 383 |
|
|
2025
Q1 | $307K | Hold |
5,479
| – | – | 0.04% | 322 |
|
|
2024
Q4 | $295K | Buy |
5,479
+1,440
| +36% | +$77.6K | 0.03% | 323 |
|
|
2024
Q3 | $233K | Buy |
+4,039
| New | +$233K | 0.03% | 374 |
|
|
2022
Q2 | – | Sell |
-23,281
| Closed | -$274K | – | 346 |
|
|
2022
Q1 | $274K | Buy |
+23,281
| New | +$274K | ﹤0.01% | 697 |
|