AWA
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Amplius Wealth Advisors’s Dominion Energy D Stock Holding History

Amplius Wealth Advisors’s Portfolio D Stock Details D Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-152
Closed -$11K – 338
2021
Q4 		$11K Buy
+152
New +$11.4K ﹤0.01% 582

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Amplius Wealth Advisors's D Position: Q1 2022 in Review

Amplius Wealth Advisors sold out of Dominion Energy (D) in Q1 2022, closing a stake of 152 shares — an estimated $11K sold.

Amplius Wealth Advisors first reported a position in D in Q4 2021 and held it in 1 quarter. The position peaked at $11K in Q4 2021. 1,542 funds tracked by Wall St. Rank hold D as of Q1 2022.

  • Amplius Wealth Advisors reported no remaining Dominion Energy position as of Q1 2022 after selling out during the quarter.
  • Amplius Wealth Advisors sold 152 Dominion Energy shares in Q1 2022, an estimated $11K.
  • Amplius Wealth Advisors first reported a position in Dominion Energy in Q4 2021 and held it in 1 quarter.
  • Amplius Wealth Advisors's Dominion Energy position peaked at $11K in Q4 2021.
  • 1,542 funds tracked by Wall St. Rank held Dominion Energy as of Q1 2022.

Based on Amplius Wealth Advisors's 13F filing for Q1 2022, filed 9 May 2022.