FWP
Firethorn Wealth Partners’s Dominion Energy D Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-3,095
| Closed | -$255K | – | 124 |
|
|
2022
Q2 | $255K | Sell |
3,095
-61
| -2% | -$5.03K | 0.21% | 98 |
|
|
2022
Q1 | $268K | Sell |
3,156
-189
| -6% | -$16K | 0.2% | 100 |
|
|
2021
Q4 | $263K | Buy |
+3,345
| New | +$263K | 0.2% | 102 |
|
|
2021
Q2 | $322K | Buy |
4,382
+31
| +0.7% | +$2.28K | 0.27% | 84 |
|
|
2021
Q1 | $330K | Buy |
4,351
+371
| +9% | +$28.1K | 0.31% | 79 |
|
|
2020
Q4 | $299K | Buy |
+3,980
| New | +$299K | 0.32% | 71 |
|