FWL Investment Management’s Dominion Energy D Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $68K | Sell |
1,203
-187
| -13% | -$10.6K | 0.02% | 137 |
|
|
2025
Q1 | $77.9K | Hold |
1,390
| – | – | 0.03% | 124 |
|
|
2024
Q4 | $74.9K | Sell |
1,390
-750
| -35% | -$40.4K | 0.03% | 129 |
|
|
2024
Q3 | $124K | Buy |
2,140
+750
| +54% | +$43.3K | 0.05% | 88 |
|
|
2024
Q2 | $68.1K | Hold |
1,390
| – | – | 0.03% | 83 |
|
|
2024
Q1 | $68.4K | Sell |
1,390
-2,745
| -66% | -$135K | 0.04% | 82 |
|
|
2023
Q4 | $194K | Buy |
+4,135
| New | +$194K | 0.11% | 47 |
|