GWAG
Garrett Wealth Advisory Group’s Dominion Energy D Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-3,192
| Closed | -$221K | – | 47 |
|
|
2022
Q3 | $221K | Buy |
3,192
+26
| +0.8% | +$1.8K | 0.12% | 43 |
|
|
2022
Q2 | $253K | Buy |
3,166
+28
| +0.9% | +$2.24K | 0.14% | 39 |
|
|
2022
Q1 | $267K | Buy |
3,138
+24
| +0.8% | +$2.04K | 0.14% | 51 |
|
|
2021
Q4 | $245K | Buy |
3,114
+26
| +0.8% | +$2.05K | 0.12% | 52 |
|
|
2021
Q3 | $225K | Buy |
3,088
+26
| +0.8% | +$1.89K | 0.14% | 52 |
|
|
2021
Q2 | $225K | Buy |
3,062
+25
| +0.8% | +$1.84K | 0.15% | 44 |
|
|
2021
Q1 | $231K | Buy |
3,037
+26
| +0.9% | +$1.98K | 0.16% | 41 |
|
|
2020
Q4 | $226K | Sell |
3,011
-23
| -0.8% | -$1.73K | 0.17% | 42 |
|
|
2020
Q3 | $239K | Buy |
3,034
+20
| +0.7% | +$1.58K | 0.19% | 39 |
|
|
2020
Q2 | $244K | Buy |
+3,014
| New | +$244K | 0.2% | 41 |
|
|
2020
Q1 | – | Sell |
-2,650
| Closed | -$219K | – | 42 |
|
|
2019
Q4 | $219K | Sell |
2,650
-542
| -17% | -$44.8K | 0.16% | 49 |
|
|
2019
Q3 | $258K | Buy |
3,192
+37
| +1% | +$3K | 0.18% | 43 |
|
|
2019
Q2 | $243K | Buy |
3,155
+221
| +8% | +$17K | 0.19% | 45 |
|
|
2019
Q1 | $225K | Buy |
+2,934
| New | +$225K | 0.18% | 47 |
|