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Innova Wealth Partners’s Dominion Energy D Stock Holding History

Innova Wealth Partners’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
2024
Q4 		– Sell
-16,760
Closed -$969K – 103
2024
Q3 		$969K Buy
+16,760
New +$916K 0.8% 31

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Innova Wealth Partners's D Position: Q4 2024 in Review

Innova Wealth Partners sold out of Dominion Energy (D) in Q4 2024, closing a stake of 16,760 shares — an estimated $969K sold.

Innova Wealth Partners first reported a position in D in Q3 2024 and held it in 1 quarter. The position peaked at $969K in Q3 2024. 1,371 funds tracked by Wall St. Rank hold D as of Q4 2024.

  • Innova Wealth Partners reported no remaining Dominion Energy position as of Q4 2024 after selling out during the quarter.
  • Innova Wealth Partners sold 16,760 Dominion Energy shares in Q4 2024, an estimated $969K.
  • Innova Wealth Partners first reported a position in Dominion Energy in Q3 2024 and held it in 1 quarter.
  • Innova Wealth Partners's Dominion Energy position peaked at $969K in Q3 2024.
  • 1,371 funds tracked by Wall St. Rank held Dominion Energy as of Q4 2024.

Based on Innova Wealth Partners's 13F filing for Q4 2024, filed 8 Jan 2025.