DWMS
Dominguez Wealth Management Solutions’s Dominion Energy D Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $793K | Buy |
14,039
+157
| +1% | +$8.87K | 0.55% | 33 |
|
|
2025
Q1 | $778K | Buy |
13,882
+163
| +1% | +$9.14K | 0.57% | 33 |
|
|
2024
Q4 | $739K | Sell |
13,719
-5,449
| -28% | -$293K | 0.54% | 34 |
|
|
2024
Q3 | $1.11M | Buy |
19,168
+46
| +0.2% | +$2.66K | 0.8% | 25 |
|
|
2024
Q2 | $937K | Buy |
19,122
+53
| +0.3% | +$2.6K | 0.71% | 27 |
|
|
2024
Q1 | $938K | Buy |
19,069
+53
| +0.3% | +$2.61K | 0.74% | 30 |
|
|
2023
Q4 | $894K | Sell |
19,016
-15
| -0.1% | -$705 | 0.74% | 29 |
|
|
2023
Q3 | $850K | Hold |
19,031
| – | – | 0.79% | 29 |
|
|
2023
Q2 | $986K | Sell |
19,031
-353
| -2% | -$18.3K | 0.86% | 26 |
|
|
2023
Q1 | $1.08M | Buy |
19,384
+42
| +0.2% | +$2.35K | 0.99% | 23 |
|
|
2022
Q4 | $1.19M | Buy |
+19,342
| New | +$1.19M | 1.18% | 19 |
|