Frontier Wealth Management’s Dominion Energy D Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q2
$2.99M Buy
37,491
+17,921
+92% +$1.43M 0.22% 104
2022
Q1
$1.71M Buy
19,570
+8,215
+72% +$718K 0.02% 136
2021
Q4
$892K Sell
11,355
-168
-1% -$13.2K 0.06% 204
2021
Q3
$841K Buy
11,523
+3,516
+44% +$257K 0.06% 205
2021
Q2
$589K Buy
8,007
+1,802
+29% +$133K 0.04% 243
2021
Q1
$471K Buy
6,205
+553
+10% +$42K 0.04% 249
2020
Q4
$425K Buy
5,652
+20
+0.4% +$1.5K 0.03% 252
2020
Q3
$445K Buy
5,632
+105
+2% +$8.3K 0.04% 235
2020
Q2
$449K Buy
+5,527
New +$449K 0.04% 227