Altium Wealth Management’s Dominion Energy D Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | $992K | Buy |
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|
2022
Q1 | $865K | Buy |
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|
2021
Q4 | $508K | Buy |
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|
2021
Q3 | $403K | Buy |
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|
2021
Q2 | $359K | Buy |
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|
2021
Q1 | $226K | Buy |
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|
2020
Q4 | – | Sell |
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|
2020
Q3 | $267K | Buy |
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|
2020
Q2 | $227K | Buy |
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|
2019
Q2 | – | Sell |
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|
2019
Q1 | $204K | Sell |
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|
2018
Q4 | $200K | Buy |
|