AWM
Aries Wealth Management’s Dominion Energy D Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-3,233
| Closed | -$226K | – | 191 |
|
|
2022
Q3 | $226K | Hold |
3,233
| – | – | 0.1% | 164 |
|
|
2022
Q2 | $258K | Buy |
+3,233
| New | +$258K | 0.12% | 140 |
|
|
2022
Q1 | – | Sell |
-3,233
| Closed | -$254K | – | 107 |
|
|
2021
Q4 | $254K | Sell |
3,233
-140
| -4% | -$11K | 0.1% | 158 |
|
|
2021
Q3 | $246K | Hold |
3,373
| – | – | 0.1% | 157 |
|
|
2021
Q2 | $248K | Hold |
3,373
| – | – | 0.11% | 153 |
|
|
2021
Q1 | $261K | Buy |
3,373
+584
| +21% | +$45.2K | 0.12% | 146 |
|
|
2020
Q4 | $204K | Hold |
2,789
| – | – | 0.1% | 154 |
|
|
2020
Q3 | $220K | Hold |
2,789
| – | – | 0.12% | 131 |
|
|
2020
Q2 | $226K | Buy |
+2,789
| New | +$226K | 0.14% | 125 |
|
|
2020
Q1 | – | Sell |
-2,789
| Closed | -$230K | – | 135 |
|
|
2019
Q4 | $230K | Hold |
2,789
| – | – | 0.14% | 135 |
|
|
2019
Q3 | $228K | Hold |
2,789
| – | – | 0.15% | 130 |
|
|
2019
Q2 | $217K | Sell |
2,789
-15
| -0.5% | -$1.17K | 0.15% | 138 |
|
|
2019
Q1 | $215K | Hold |
2,804
| – | – | 0.16% | 134 |
|
|
2018
Q4 | $200K | Buy |
+2,804
| New | +$200K | 0.21% | 106 |
|
|
2018
Q3 | – | Sell |
-2,804
| Closed | -$201K | – | 138 |
|
|
2018
Q2 | $201K | Buy |
+2,804
| New | +$201K | 0.19% | 126 |
|
|
2018
Q1 | – | Sell |
-2,804
| Closed | -$210K | – | 129 |
|
|
2017
Q4 | $210K | Buy |
+2,804
| New | +$210K | 0.19% | 118 |
|