EWM
EPG Wealth Management’s Dominion Energy D Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-3,790
| Closed | -$262K | – | 384 |
|
|
2022
Q3 | $262K | Sell |
3,790
-1,128
| -23% | -$78K | 0.11% | 169 |
|
|
2022
Q2 | $393K | Buy |
4,918
+17
| +0.3% | +$1.36K | 0.17% | 123 |
|
|
2022
Q1 | $416K | Buy |
4,901
+2,016
| +70% | +$171K | 0.14% | 134 |
|
|
2021
Q4 | $227K | Buy |
2,885
+13
| +0.5% | +$1.02K | 0.08% | 211 |
|
|
2021
Q3 | $210K | Sell |
2,872
-105
| -4% | -$7.68K | 0.08% | 201 |
|
|
2021
Q2 | $219K | Sell |
2,977
-305
| -9% | -$22.4K | 0.09% | 195 |
|
|
2021
Q1 | $249K | Sell |
3,282
-765
| -19% | -$58K | 0.12% | 158 |
|
|
2020
Q4 | $304K | Sell |
4,047
-1,501
| -27% | -$113K | 0.18% | 109 |
|
|
2020
Q3 | $438K | Sell |
5,548
-55
| -1% | -$4.34K | 0.32% | 72 |
|
|
2020
Q2 | $455K | Sell |
5,603
-731
| -12% | -$59.4K | 0.32% | 76 |
|
|
2020
Q1 | $458K | Sell |
6,334
-10,087
| -61% | -$729K | 0.34% | 63 |
|
|
2019
Q4 | $1.36M | Buy |
+16,421
| New | +$1.36M | 1% | 26 |
|