BWP
Baldwin Wealth Partners’s Dominion Energy D Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-199
| Closed | -$11.5K | – | 422 |
|
|
2024
Q3 | $11.5K | Buy |
199
+33
| +20% | +$1.91K | ﹤0.01% | 775 |
|
|
2024
Q2 | $8.13K | Hold |
166
| – | – | ﹤0.01% | 557 |
|
|
2024
Q1 | $8.17K | Sell |
166
-66
| -28% | -$3.25K | ﹤0.01% | 570 |
|
|
2023
Q4 | $10.9K | Hold |
232
| – | – | ﹤0.01% | 561 |
|
|
2023
Q3 | $10.4K | Hold |
232
| – | – | ﹤0.01% | 574 |
|
|
2023
Q2 | $12K | Hold |
232
| – | – | ﹤0.01% | 583 |
|
|
2023
Q1 | $13K | Hold |
232
| – | – | ﹤0.01% | 592 |
|
|
2022
Q4 | $14.2K | Buy |
232
+166
| +252% | +$10.2K | ﹤0.01% | 573 |
|
|
2022
Q3 | $5K | Hold |
66
| – | – | ﹤0.01% | 559 |
|
|
2022
Q2 | $5K | Hold |
66
| – | – | ﹤0.01% | 585 |
|
|
2022
Q1 | $6K | Hold |
66
| – | – | ﹤0.01% | 571 |
|
|
2021
Q4 | $5K | Hold |
66
| – | – | ﹤0.01% | 554 |
|
|
2021
Q3 | $5K | Hold |
66
| – | – | ﹤0.01% | 567 |
|
|
2021
Q2 | $5K | Hold |
66
| – | – | ﹤0.01% | 577 |
|
|
2021
Q1 | $5K | Buy |
+66
| New | +$5K | ﹤0.01% | 554 |
|
|
2017
Q2 | – | Sell |
-214
| Closed | -$17K | – | 481 |
|
|
2017
Q1 | $17K | Buy |
214
+159
| +289% | +$12.6K | ﹤0.01% | 378 |
|
|
2016
Q4 | $4K | Hold |
55
| – | – | ﹤0.01% | 475 |
|
|
2016
Q3 | $4K | Buy |
+55
| New | +$4K | ﹤0.01% | 494 |
|