Madison Wealth Management’s Dominion Energy D Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $458K | Hold |
10,255
| – | – | 0.1% | 112 |
|
|
2023
Q2 | $531K | Hold |
10,255
| – | – | 0.11% | 111 |
|
|
2023
Q1 | $573K | Hold |
10,255
| – | – | 0.12% | 107 |
|
|
2022
Q4 | $629K | Sell |
10,255
-643
| -6% | -$39.4K | 0.14% | 102 |
|
|
2022
Q3 | $753K | Hold |
10,898
| – | – | 0.18% | 95 |
|
|
2022
Q2 | $870K | Hold |
10,898
| – | – | 0.21% | 92 |
|
|
2022
Q1 | $926K | Hold |
10,898
| – | – | 0.19% | 94 |
|
|
2021
Q4 | $856K | Sell |
10,898
-221
| -2% | -$17.4K | 0.17% | 92 |
|
|
2021
Q3 | $812K | Buy |
+11,119
| New | +$812K | 0.18% | 92 |
|