JWM
Janiczek Wealth Management’s Dominion Energy D Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $36K | Hold |
734
| – | – | 0.01% | 457 |
|
|
2024
Q1 | $36.1K | Sell |
734
-74
| -9% | -$3.64K | 0.01% | 463 |
|
|
2023
Q4 | $38K | Buy |
808
+804
| +20,100% | +$37.8K | 0.01% | 436 |
|
|
2023
Q3 | $179 | Hold |
4
| – | – | ﹤0.01% | 1031 |
|
|
2023
Q2 | $208 | Hold |
4
| – | – | ﹤0.01% | 956 |
|
|
2023
Q1 | $232 | Sell |
4
-69
| -95% | -$4K | ﹤0.01% | 959 |
|
|
2022
Q4 | $4.59K | Sell |
73
-78
| -52% | -$4.91K | ﹤0.01% | 662 |
|
|
2022
Q3 | $10K | Sell |
151
-22
| -13% | -$1.46K | ﹤0.01% | 542 |
|
|
2022
Q2 | $14K | Sell |
173
-48
| -22% | -$3.88K | ﹤0.01% | 515 |
|
|
2022
Q1 | $19K | Hold |
221
| – | – | 0.01% | 463 |
|
|
2021
Q4 | $17K | Sell |
221
-33
| -13% | -$2.54K | 0.01% | 496 |
|
|
2021
Q3 | $19K | Sell |
254
-19
| -7% | -$1.42K | 0.01% | 467 |
|
|
2021
Q2 | $20K | Sell |
273
-17
| -6% | -$1.25K | 0.01% | 425 |
|
|
2021
Q1 | $22K | Buy |
290
+111
| +62% | +$8.42K | 0.01% | 382 |
|
|
2020
Q4 | $13K | Buy |
179
+63
| +54% | +$4.58K | 0.01% | 416 |
|
|
2020
Q3 | $9K | Buy |
+116
| New | +$9K | ﹤0.01% | 249 |
|