First Trust Direct Indexing’s Dominion Energy D Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
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|
2024
Q3 | $1.78M | Buy |
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|
2024
Q2 | $1.45M | Buy |
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|
2024
Q1 | $1.24M | Buy |
|
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|
2023
Q4 | $908K | Buy |
|
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|
2023
Q3 | $818K | Buy |
|
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|
2023
Q2 | $758K | Sell |
|
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|
2023
Q1 | $968K | Buy |
|
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|
2022
Q4 | $958K | Sell |
|
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|
2022
Q3 | $1.09M | Sell |
|
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|
2022
Q2 | $1.3M | Buy |
|
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|
2022
Q1 | $1.3M | Buy |
|
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|
2021
Q4 | $1.13M | Sell |
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|
2021
Q3 | $1.05M | Buy |
|
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|
2021
Q2 | $896K | Buy |
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|
2021
Q1 | $701K | Buy |
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|
2020
Q4 | $687K | Buy |
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