AWA
D icon

Authentikos Wealth Advisory’s Dominion Energy D Stock Holding History

Authentikos Wealth Advisory’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
2023
Q4 		– Sell
-986
Closed -$44K – 167
2023
Q3 		$44K Buy
+986
New +$49K 0.04% 127

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Authentikos Wealth Advisory's D Position: Q4 2023 in Review

Authentikos Wealth Advisory sold out of Dominion Energy (D) in Q4 2023, closing a stake of 986 shares — an estimated $44K sold.

Authentikos Wealth Advisory first reported a position in D in Q3 2023 and held it in 1 quarter. The position peaked at $44K in Q3 2023. 1,234 funds tracked by Wall St. Rank hold D as of Q4 2023.

  • Authentikos Wealth Advisory reported no remaining Dominion Energy position as of Q4 2023 after selling out during the quarter.
  • Authentikos Wealth Advisory sold 986 Dominion Energy shares in Q4 2023, an estimated $44K.
  • Authentikos Wealth Advisory first reported a position in Dominion Energy in Q3 2023 and held it in 1 quarter.
  • Authentikos Wealth Advisory's Dominion Energy position peaked at $44K in Q3 2023.
  • 1,234 funds tracked by Wall St. Rank held Dominion Energy as of Q4 2023.

Based on Authentikos Wealth Advisory's 13F filing for Q4 2023, filed 30 Jan 2024.