J.P. Morgan Private Wealth Advisors’s Dominion Energy D Stock Holding History

J.P. Morgan Private Wealth Advisors’s Portfolio D Stock Details D Fund Activity

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	$5.26M	Buy	117,779 +182	+0.2%	+$8.13K	0.02%	493
2023 Q2	$6.09M	Sell	117,597 -29,053	-20%	-$1.5M	0.03%	305
2023 Q1	$8.2M	Buy	146,650 +25,965	+22%	+$1.45M	0.02%	480
2022 Q4	$7.4M	Sell	120,685 -77,718	-39%	-$4.77M	0.02%	489
2022 Q3	$13.7M	Buy	198,403 +71,066	+56%	+$4.91M	0.04%	339
2022 Q2	$10.2M	Buy	127,337 +1,847	+1%	+$147K	0.03%	399
2022 Q1	$10.7M	Buy	125,490 +10,901	+10%	+$926K	0.02%	428
2021 Q4	$9M	Sell	114,589 -2,548	-2%	-$200K	0.02%	460
2021 Q3	$8.55M	Buy	117,137 +4,579	+4%	+$334K	0.02%	463
2021 Q2	$8.28M	Buy	112,558 +8,343	+8%	+$614K	0.02%	460
2021 Q1	$7.92M	Sell	104,215 -122,662	-54%	-$9.32M	0.03%	408
2020 Q4	$17.1M	Sell	226,877 -100,877	-31%	-$7.59M	0.06%	285
2020 Q3	$25.9M	Buy	327,754 +91,317	+39%	+$7.21M	0.1%	184
2020 Q2	$19.2M	Buy	236,437 +4,491	+2%	+$365K	0.09%	193
2020 Q1	$16.7M	Buy	231,946 +2,709	+1%	+$196K	0.09%	193
2019 Q4	$19M	Buy	229,237 +9,556	+4%	+$791K	0.09%	204
2019 Q3	$17.8M	Buy	219,681 +69,537	+46%	+$5.64M	0.09%	203
2019 Q2	$11.6M	Buy	150,144 +11,857	+9%	+$917K	0.06%	255
2019 Q1	$10.6M	Buy	138,287 +19,268	+16%	+$1.48M	0.06%	279
2018 Q4	$8.51M	Sell	119,019 -25,883	-18%	-$1.85M	0.05%	277
2018 Q3	$10.2M	Buy	144,902 +324	+0.2%	+$22.8K	0.05%	295
2018 Q2	$9.86M	Buy	144,578 +66,022	+84%	+$4.5M	0.06%	277
2018 Q1	$5.3M	Buy	78,556 +2,151	+3%	+$145K	0.04%	315
2017 Q4	$6.19M	Sell	76,405 -1,946	-2%	-$158K	0.04%	299
2017 Q3	$6.03M	Sell	78,351 -960	-1%	-$73.9K	0.04%	288
2017 Q2	$6.08M	Sell	79,311 -34,238	-30%	-$2.62M	0.05%	276
2017 Q1	$8.81M	Buy	113,549 +7,212	+7%	+$559K	0.07%	233
2016 Q4	$8.14M	Buy	106,337 +17,004	+19%	+$1.3M	0.07%	215
2016 Q3	$6.64M	Buy	89,333 +13,163	+17%	+$978K	0.06%	244
2016 Q2	$5.94M	Buy	76,170 +18,194	+31%	+$1.42M	0.06%	246
2016 Q1	$4.36M	Buy	57,976 +17,349	+43%	+$1.3M	0.04%	267
2015 Q4	$2.75M	Sell	40,627 -338	-0.8%	-$22.9K	0.03%	317
2015 Q3	$2.88M	Sell	40,965 -5,359	-12%	-$377K	0.04%	285
2015 Q2	$3.1M	Sell	46,324 -1,145	-2%	-$76.5K	0.04%	302
2015 Q1	$3.36M	Buy	47,469 +1,186	+3%	+$84K	0.04%	296
2014 Q4	$3.56M	Buy	46,283 +3,793	+9%	+$292K	0.04%	287
2014 Q3	$2.94M	Buy	42,490 +7,433	+21%	+$514K	0.04%	315
2014 Q2	$2.51M	Sell	35,057 -2,764	-7%	-$198K	0.04%	263
2014 Q1	$2.69M	Buy	37,821 +1,656	+5%	+$118K	0.05%	254
2013 Q4	$2.34M	Buy	36,165 +670	+2%	+$43.4K	0.05%	238
2013 Q3	$2.22M	Buy	35,495 +655	+2%	+$40.9K	0.05%	238
2013 Q2	$1.98M	Buy	+34,840	New	+$1.98M	0.05%	242