Gen-Wealth Partners’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 | $30.6K | Buy |
541
+39
| +8% | +$2.2K | 0.01% | 375 |
|
|
2025
Q1 | $28.1K | Sell |
502
-99
| -16% | -$5.55K | 0.01% | 385 |
|
|
2024
Q4 | $32.4K | Sell |
601
-479
| -44% | -$25.8K | 0.01% | 395 |
|
|
2024
Q3 | $63.1K | Sell |
1,080
-266
| -20% | -$15.5K | 0.03% | 361 |
|
|
2024
Q2 | $66K | Sell |
1,346
-2,188
| -62% | -$107K | 0.03% | 351 |
|
|
2024
Q1 | $174K | Buy |
+3,534
| New | +$174K | 0.09% | 228 |
|