CIA
Compass Ion Advisors’s Dominion Energy D Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $289K | Sell |
5,112
-9
| -0.2% | -$509 | 0.03% | 219 |
|
|
2025
Q1 | $287K | Sell |
5,121
-142
| -3% | -$7.96K | 0.03% | 212 |
|
|
2024
Q4 | $283K | Buy |
5,263
+10
| +0.2% | +$539 | 0.03% | 212 |
|
|
2024
Q3 | $304K | Sell |
5,253
-273
| -5% | -$15.8K | 0.04% | 206 |
|
|
2024
Q2 | $272K | Hold |
5,526
| – | – | 0.04% | 196 |
|
|
2024
Q1 | $272K | Sell |
5,526
-834
| -13% | -$41K | 0.04% | 196 |
|
|
2023
Q4 | $299K | Sell |
6,360
-848
| -12% | -$39.9K | 0.05% | 188 |
|
|
2023
Q3 | $322K | Buy |
+7,208
| New | +$322K | 0.06% | 169 |
|