GWM
GSB Wealth Management’s Dominion Energy D Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-3,500
| Closed | -$215K | – | 221 |
|
|
2022
Q4 | $215K | Sell |
3,500
-150
| -4% | -$9.2K | 0.08% | 187 |
|
|
2022
Q3 | $252K | Hold |
3,650
| – | – | 0.09% | 181 |
|
|
2022
Q2 | $291K | Hold |
3,650
| – | – | 0.1% | 177 |
|
|
2022
Q1 | $310K | Hold |
3,650
| – | – | 0.09% | 185 |
|
|
2021
Q4 | $287K | Hold |
3,650
| – | – | 0.08% | 193 |
|
|
2021
Q3 | $267K | Hold |
3,650
| – | – | 0.14% | 132 |
|
|
2021
Q2 | $269K | Sell |
3,650
-2,950
| -45% | -$217K | 0.08% | 192 |
|
|
2021
Q1 | $501K | Buy |
+6,600
| New | +$501K | 0.17% | 141 |
|