International Private Wealth Advisors’s Dominion Energy D Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $398K | Sell |
7,033
-114
| -2% | -$6.44K | 0.34% | 84 |
|
|
2025
Q1 | $401K | Buy |
7,147
+575
| +9% | +$32.2K | 0.38% | 70 |
|
|
2024
Q4 | $354K | Buy |
6,572
+145
| +2% | +$7.81K | 0.35% | 80 |
|
|
2024
Q3 | $371K | Sell |
6,427
-357
| -5% | -$20.6K | 0.54% | 51 |
|
|
2024
Q2 | $332K | Buy |
6,784
+90
| +1% | +$4.41K | 0.56% | 60 |
|
|
2024
Q1 | $329K | Buy |
+6,694
| New | +$329K | 0.64% | 58 |
|