Accel Wealth Management’s Dominion Energy D Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-255
| Closed | -$14.2K | – | 319 |
|
|
2023
Q1 | $14.2K | Buy |
255
+2
| +0.8% | +$112 | 0.01% | 797 |
|
|
2022
Q4 | $15.5K | Buy |
253
+1
| +0.4% | +$61 | 0.01% | 601 |
|
|
2022
Q3 | $18K | Hold |
252
| – | – | 0.01% | 583 |
|
|
2022
Q2 | $20K | Hold |
252
| – | – | 0.01% | 539 |
|
|
2022
Q1 | $22K | Hold |
252
| – | – | 0.01% | 530 |
|
|
2021
Q4 | $20K | Hold |
252
| – | – | 0.01% | 569 |
|
|
2021
Q3 | $18K | Hold |
252
| – | – | 0.01% | 524 |
|
|
2021
Q2 | $19K | Hold |
252
| – | – | 0.01% | 556 |
|
|
2021
Q1 | $19K | Hold |
252
| – | – | 0.02% | 522 |
|
|
2020
Q4 | $19K | Buy |
+252
| New | +$19K | 0.02% | 503 |
|