CreativeOne Wealth’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 | $243K | Buy |
|
|||||
|
2025
Q1 | $219K | Buy |
|
|||||
|
2023
Q3 | – | Sell |
|
|||||
|
2023
Q2 | $254K | Sell |
|
|||||
|
2023
Q1 | $317K | Buy |
|
|||||
|
2022
Q4 | $297K | Sell |
|
|||||
|
2022
Q3 | $342K | Buy |
|
|||||
|
2022
Q2 | $331K | Sell |
|
|||||
|
2022
Q1 | $377K | Sell |
|
|||||
|
2021
Q4 | $423K | Sell |
|
|||||
|
2021
Q3 | $408K | Sell |
|
|||||
|
2021
Q2 | $424K | Buy |
|
|||||
|
2021
Q1 | $419K | Buy |
|
|||||
|
2020
Q4 | $326K | Buy |
|