AWM
Activest Wealth Management’s Dominion Energy D Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $9.5K | Buy |
168
+22
| +15% | +$1.24K | ﹤0.01% | 434 |
|
|
2025
Q1 | $8.19K | Buy |
146
+138
| +1,725% | +$7.74K | ﹤0.01% | 437 |
|
|
2024
Q4 | $431 | Buy |
+8
| New | +$431 | ﹤0.01% | 550 |
|
|
2024
Q3 | – | Hold |
0
| – | – | – | 627 |
|
|
2024
Q2 | – | Hold |
0
| – | – | – | 568 |
|
|
2024
Q1 | – | Sell |
-200
| Closed | -$9.4K | – | 389 |
|
|
2023
Q4 | $9.4K | Buy |
+200
| New | +$9.4K | 0.01% | 199 |
|
|
2023
Q1 | – | Sell |
-180
| Closed | -$11K | – | 370 |
|
|
2022
Q4 | $11K | Hold |
180
| – | – | ﹤0.01% | 308 |
|
|
2022
Q3 | $12K | Buy |
+180
| New | +$12K | ﹤0.01% | 295 |
|