ISWM
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Independent Solutions Wealth Management’s Dominion Energy D Stock Holding History

Independent Solutions Wealth Management’s Portfolio D Stock Details D Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-2,996
Closed -$239K – 212
2022
Q2 		$239K Buy
+2,996
New +$247K 0.07% 185

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Bank of America
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Independent Solutions Wealth Management's D Position: Q3 2022 in Review

Independent Solutions Wealth Management sold out of Dominion Energy (D) in Q3 2022, closing a stake of 2,996 shares — an estimated $239K sold.

Independent Solutions Wealth Management first reported a position in D in Q2 2022 and held it in 1 quarter. The position peaked at $239K in Q2 2022. 1,442 funds tracked by Wall St. Rank hold D as of Q3 2022.

  • Independent Solutions Wealth Management reported no remaining Dominion Energy position as of Q3 2022 after selling out during the quarter.
  • Independent Solutions Wealth Management sold 2,996 Dominion Energy shares in Q3 2022, an estimated $239K.
  • Independent Solutions Wealth Management first reported a position in Dominion Energy in Q2 2022 and held it in 1 quarter.
  • Independent Solutions Wealth Management's Dominion Energy position peaked at $239K in Q2 2022.
  • 1,442 funds tracked by Wall St. Rank held Dominion Energy as of Q3 2022.

Based on Independent Solutions Wealth Management's 13F filing for Q3 2022, filed 19 Dec 2024.