LIWM
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Long Island Wealth Management’s Dominion Energy D Stock Holding History

Long Island Wealth Management’s Portfolio D Stock Details D Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-246
Closed -$12K – 149
2023
Q4 		$12K Buy
+246
New +$11K 0.01% 191

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Long Island Wealth Management's D Position: Q1 2024 in Review

Long Island Wealth Management sold out of Dominion Energy (D) in Q1 2024, closing a stake of 246 shares — an estimated $12K sold.

Long Island Wealth Management first reported a position in D in Q4 2023 and held it in 1 quarter. The position peaked at $12K in Q4 2023. 1,223 funds tracked by Wall St. Rank hold D as of Q1 2024.

  • Long Island Wealth Management reported no remaining Dominion Energy position as of Q1 2024 after selling out during the quarter.
  • Long Island Wealth Management sold 246 Dominion Energy shares in Q1 2024, an estimated $12K.
  • Long Island Wealth Management first reported a position in Dominion Energy in Q4 2023 and held it in 1 quarter.
  • Long Island Wealth Management's Dominion Energy position peaked at $12K in Q4 2023.
  • 1,223 funds tracked by Wall St. Rank held Dominion Energy as of Q1 2024.

Based on Long Island Wealth Management's 13F filing for Q1 2024, filed 13 May 2024.