Institute for Wealth Management’s Dominion Energy D Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $598K | Buy |
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|
2025
Q2 | $514K | Buy |
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|
2025
Q1 | $232K | Hold |
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|
2024
Q4 | $222K | Hold |
|
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|
2024
Q3 | $239K | Sell |
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|
2024
Q2 | $205K | Sell |
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|
2024
Q1 | $228K | Buy |
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|
2023
Q1 | – | Sell |
|
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|
2022
Q4 | $215K | Sell |
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|
2022
Q3 | $250K | Sell |
|
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|
2022
Q2 | $290K | Buy |
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|
2022
Q1 | $307K | Hold |
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|
2021
Q4 | $284K | Sell |
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|
2021
Q3 | $266K | Sell |
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|
2021
Q2 | $273K | Hold |
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|
2021
Q1 | $282K | Sell |
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|
2020
Q4 | $282K | Sell |
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|
2020
Q3 | $347K | Sell |
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|
2020
Q2 | $447K | Sell |
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|
2020
Q1 | $414K | Buy |
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|
2019
Q4 | $472K | Buy |
|
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|
2019
Q3 | $455K | Sell |
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|
2019
Q2 | $654K | Buy |
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|
2019
Q1 | $628K | Buy |
|
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|
2018
Q4 | $559K | Buy |
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|
2018
Q1 | – | Sell |
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|
2017
Q4 | $377K | Buy |
|
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|
2017
Q3 | – | Sell |
|
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|
2017
Q2 | $490K | Buy |
|