GWM
GDS Wealth Management’s Dominion Energy D Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-4,235
| Closed | -$293K | – | 118 |
|
|
2022
Q3 | $293K | Sell |
4,235
-243
| -5% | -$16.8K | 0.07% | 92 |
|
|
2022
Q2 | $357K | Sell |
4,478
-72
| -2% | -$5.74K | 0.08% | 85 |
|
|
2022
Q1 | $395K | Sell |
4,550
-19
| -0.4% | -$1.65K | 0.09% | 87 |
|
|
2021
Q4 | $359K | Buy |
+4,569
| New | +$359K | 0.08% | 89 |
|