Beaird Harris Wealth Management’s Dominion Energy D Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.92K | Buy |
+34
| New | +$1.92K | ﹤0.01% | 495 |
|
|
2024
Q3 | – | Sell |
-50
| Closed | -$2.45K | – | 576 |
|
|
2024
Q2 | $2.45K | Hold |
50
| – | – | ﹤0.01% | 511 |
|
|
2024
Q1 | $2.46K | Hold |
50
| – | – | ﹤0.01% | 448 |
|
|
2023
Q4 | $2.35K | Hold |
50
| – | – | ﹤0.01% | 445 |
|
|
2023
Q3 | $2.23K | Hold |
50
| – | – | ﹤0.01% | 355 |
|
|
2023
Q2 | $2.59K | Hold |
50
| – | – | ﹤0.01% | 361 |
|
|
2023
Q1 | $2.8K | Hold |
50
| – | – | ﹤0.01% | 355 |
|
|
2022
Q4 | $3.07K | Hold |
50
| – | – | ﹤0.01% | 505 |
|
|
2022
Q3 | $3K | Sell |
50
-65
| -57% | -$3.9K | ﹤0.01% | 370 |
|
|
2022
Q2 | $9K | Buy |
115
+65
| +130% | +$5.09K | ﹤0.01% | 253 |
|
|
2022
Q1 | $4K | Sell |
50
-59
| -54% | -$4.72K | ﹤0.01% | 445 |
|
|
2021
Q4 | $9K | Buy |
+109
| New | +$9K | ﹤0.01% | 412 |
|