LWM
Liberty Wealth Management’s Dominion Energy D Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-2,784
| Closed | -$222K | – | 150 |
|
|
2022
Q2 | $222K | Sell |
2,784
-87
| -3% | -$6.94K | 0.09% | 129 |
|
|
2022
Q1 | $243K | Buy |
2,871
+196
| +7% | +$16.6K | 0.09% | 123 |
|
|
2021
Q4 | $210 | Sell |
2,675
-657
| -20% | -$52 | 0.01% | 159 |
|
|
2021
Q3 | $245K | Buy |
3,332
+323
| +11% | +$23.8K | 0.09% | 140 |
|
|
2021
Q2 | $221K | Buy |
3,009
+15
| +0.5% | +$1.1K | 0.09% | 122 |
|
|
2021
Q1 | $217K | Hold |
2,994
| – | – | 0.11% | 100 |
|
|
2020
Q4 | $217K | Buy |
2,994
+162
| +6% | +$11.7K | 0.11% | 99 |
|
|
2020
Q3 | $224K | Sell |
2,832
-481
| -15% | -$38K | 0.13% | 85 |
|
|
2020
Q2 | $270K | Buy |
3,313
+64
| +2% | +$5.22K | 0.19% | 72 |
|
|
2020
Q1 | $235K | Buy |
3,249
+3
| +0.1% | +$217 | 0.21% | 77 |
|
|
2019
Q4 | $269K | Buy |
3,246
+706
| +28% | +$58.5K | 0.21% | 87 |
|
|
2019
Q3 | $206K | Sell |
2,540
-1,186
| -32% | -$96.2K | 0.19% | 93 |
|
|
2019
Q2 | $288K | Buy |
3,726
+1,132
| +44% | +$87.5K | 0.25% | 84 |
|
|
2019
Q1 | $198K | Buy |
2,594
+21
| +0.8% | +$1.6K | 0.15% | 88 |
|
|
2018
Q4 | $183K | Buy |
+2,573
| New | +$183K | 0.14% | 89 |
|