Dynamic Wealth Strategies’s Dominion Energy D Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $24.1K | Hold |
426
| – | – | 0.02% | 157 |
|
|
2025
Q1 | $23.9K | Buy |
+426
| New | +$23.9K | 0.02% | 169 |
|
|
2024
Q4 | – | Sell |
-2,630
| Closed | -$152K | – | 109 |
|
|
2024
Q3 | $152K | Sell |
2,630
-155
| -6% | -$8.96K | 0.12% | 82 |
|
|
2024
Q2 | $136K | Buy |
2,785
+14
| +0.5% | +$684 | 0.12% | 85 |
|
|
2024
Q1 | $136K | Buy |
2,771
+154
| +6% | +$7.56K | 0.12% | 87 |
|
|
2023
Q4 | $123K | Buy |
+2,617
| New | +$123K | 0.11% | 83 |
|