Ascent Wealth Partners’s Dominion Energy D Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1.86M | Sell |
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|
2025
Q2 | $1.72M | Buy |
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|
2025
Q1 | $1.21M | Sell |
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|
2024
Q4 | $1.17M | Buy |
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|
2024
Q3 | $1.22M | Buy |
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|
2017
Q2 | – | Sell |
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|
2017
Q1 | $228K | Hold |
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|
2016
Q4 | $225K | Hold |
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|
2016
Q3 | $219K | Hold |
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|
2016
Q2 | $229K | Hold |
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|
2016
Q1 | $221K | Buy |
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|
2015
Q4 | – | Sell |
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|
2015
Q3 | $207K | Buy |
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|
2015
Q2 | – | Sell |
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|
2015
Q1 | $209K | Sell |
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|
2014
Q4 | $241K | Buy |
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