LWAM
Legacy Wealth Asset Management’s Dominion Energy D Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $461K | Buy |
8,158
+148
| +2% | +$8.37K | 0.12% | 262 |
|
|
2025
Q1 | $449K | Buy |
8,010
+117
| +1% | +$6.56K | 0.12% | 253 |
|
|
2024
Q4 | $425K | Buy |
7,893
+86
| +1% | +$4.63K | 0.12% | 263 |
|
|
2024
Q3 | $451K | Buy |
7,807
+85
| +1% | +$4.91K | 0.12% | 260 |
|
|
2024
Q2 | $378K | Buy |
7,722
+519
| +7% | +$25.4K | 0.11% | 270 |
|
|
2024
Q1 | $354K | Buy |
7,203
+359
| +5% | +$17.7K | 0.1% | 280 |
|
|
2023
Q4 | $322K | Buy |
6,844
+602
| +10% | +$28.3K | 0.11% | 281 |
|
|
2023
Q3 | $279K | Buy |
6,242
+118
| +2% | +$5.27K | 0.1% | 285 |
|
|
2023
Q2 | $317K | Buy |
6,124
+122
| +2% | +$6.32K | 0.11% | 281 |
|
|
2023
Q1 | $336K | Buy |
6,002
+204
| +4% | +$11.4K | 0.12% | 278 |
|
|
2022
Q4 | $356K | Buy |
5,798
+207
| +4% | +$12.7K | 0.14% | 274 |
|
|
2022
Q3 | $386K | Buy |
+5,591
| New | +$386K | 0.17% | 218 |
|