Birchcreek 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $455K | Hold |
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|
2025
Q1 | $451K | Hold |
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|
2024
Q4 | $434K | Hold |
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|
2024
Q3 | $465K | Buy |
|
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|
2024
Q2 | $262K | Hold |
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|
2024
Q1 | $263K | Hold |
|
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|
2023
Q4 | $251K | Hold |
|
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|
2023
Q3 | $239K | Sell |
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|
2023
Q2 | $298K | Hold |
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|
2023
Q1 | $322K | Hold |
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|
2022
Q4 | $353K | Hold |
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|
2022
Q3 | $397K | Hold |
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|
2022
Q2 | $459K | Hold |
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|
2022
Q1 | $489K | Hold |
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|
2021
Q4 | $452K | Hold |
|
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|
2021
Q3 | $420K | Hold |
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|
2021
Q2 | $423K | Hold |
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|
2021
Q1 | $437K | Sell |
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|
2020
Q4 | $466K | Buy |
|