HNWAG
High Net Worth Advisory Group’s Dominion Energy D Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-6,385
| Closed | -$357K | – | 200 |
|
|
2023
Q1 | $357K | Hold |
6,385
| – | – | 0.15% | 129 |
|
|
2022
Q4 | $392K | Sell |
6,385
-3,026
| -32% | -$186K | 0.15% | 126 |
|
|
2022
Q3 | $650K | Hold |
9,411
| – | – | 0.28% | 85 |
|
|
2022
Q2 | $751K | Hold |
9,411
| – | – | 0.31% | 79 |
|
|
2022
Q1 | $800K | Hold |
9,411
| – | – | 0.29% | 78 |
|
|
2021
Q4 | $739K | Buy |
+9,411
| New | +$739K | 0.26% | 80 |
|