Financial Architects (New Jersey)’s Dominion Energy D Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $339K | Sell |
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|
2023
Q1 | $369K | Sell |
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|
2022
Q4 | $441K | Sell |
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|
2022
Q3 | $509K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $648K | Buy |
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|
2021
Q4 | $506K | Sell |
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|
2021
Q3 | $502K | Sell |
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|
2021
Q2 | $539K | Sell |
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|
2021
Q1 | $624K | Sell |
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|
2020
Q4 | $664K | Buy |
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|
2020
Q3 | $695K | Sell |
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|
2020
Q2 | $723K | Buy |
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|
2020
Q1 | $618K | Sell |
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|
2019
Q4 | $716K | Buy |
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|
2019
Q3 | $689K | Buy |
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|
2019
Q2 | $647K | Buy |
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|
2019
Q1 | $494K | Buy |
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|
2018
Q4 | $440K | Buy |
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|
2018
Q3 | $299K | Buy |
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|
2018
Q2 | $269K | Sell |
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|
2018
Q1 | $277K | Buy |
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|
2017
Q4 | $330K | Buy |
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|
2017
Q3 | $276K | Sell |
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|
2017
Q2 | $285K | Buy |
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|
2017
Q1 | $282K | Buy |
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|
2016
Q4 | $203K | Buy |
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|
2016
Q3 | $197K | Sell |
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|
2016
Q2 | $229K | Buy |
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|
2016
Q1 | $191K | Buy |
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|
2015
Q4 | – | Sell |
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|
2015
Q3 | $216K | Buy |
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|
2015
Q2 | $180K | Sell |
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|
2015
Q1 | $195K | Buy |
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|
2014
Q4 | $205K | Sell |
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|
2014
Q3 | $195K | Sell |
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|
2014
Q2 | $213K | Buy |
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|
2014
Q1 | $210K | Buy |
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|
2013
Q4 | – | Sell |
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|
2013
Q3 | $185K | Buy |
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|
2013
Q2 | $164K | Buy |
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