Aries 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
Q4 | – | Sell |
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|
2022
Q3 | $226K | Hold |
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|
2022
Q2 | $258K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $254K | Sell |
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|
2021
Q3 | $246K | Hold |
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|
2021
Q2 | $248K | Hold |
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|
2021
Q1 | $261K | Buy |
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|
2020
Q4 | $204K | Hold |
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|
2020
Q3 | $220K | Hold |
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|
2020
Q2 | $226K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $230K | Hold |
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|
2019
Q3 | $228K | Hold |
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|
2019
Q2 | $217K | Sell |
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|
2019
Q1 | $215K | Hold |
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|
2018
Q4 | $200K | Buy |
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|
2018
Q3 | – | Sell |
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|
2018
Q2 | $201K | Buy |
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|
2018
Q1 | – | Sell |
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|
2017
Q4 | $210K | Buy |
|