Golden State 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $15.2K | Sell |
269
-13
| -5% | -$736 | ﹤0.01% | 955 |
|
|
2025
Q1 | $15.8K | Hold |
282
| – | – | ﹤0.01% | 863 |
|
|
2024
Q4 | $15.2K | Buy |
+282
| New | +$15.2K | ﹤0.01% | 838 |
|
|
2020
Q2 | – | Sell |
-2,771
| Closed | -$200K | – | 319 |
|
|
2020
Q1 | $200K | Buy |
+2,771
| New | +$200K | 0.09% | 156 |
|
|
2019
Q4 | – | Sell |
-2,629
| Closed | -$213K | – | 228 |
|
|
2019
Q3 | $213K | Buy |
2,629
+2,601
| +9,289% | +$211K | 0.07% | 192 |
|
|
2019
Q2 | $2K | Sell |
28
-32
| -53% | -$2.29K | ﹤0.01% | 966 |
|
|
2019
Q1 | $5K | Buy |
+60
| New | +$5K | ﹤0.01% | 894 |
|