Compass 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
Sell
2025
Q1
$50.5K Hold
2024
Q4
$48.5K Hold
2024
Q3
$52K Hold
2024
Q2
$44.1K Hold
2024
Q1
$44.3K Sell
2023
Q4
$68K Buy
2023
Q3
$42.3K Hold
2023
Q2
$49K Hold
2023
Q1
$52.9K Hold
2022
Q4
$58K Buy