LWM
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LongView Wealth Management’s Dominion Energy D Stock Holding History

LongView Wealth Management’s Portfolio D Stock Details D Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$621K Buy
10,991
+126
+1% +$7.12K 0.19% 99
2025
Q1 		$609K Sell
10,865
-1
-0% -$56 0.18% 103
2024
Q4 		$585K Buy
10,866
+97
+0.9% +$5.22K 0.18% 104
2024
Q3 		$622K Buy
+10,769
New +$622K 0.2% 96