Measured Wealth Private Client Group’s Dominion Energy D Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $5.57K | Buy |
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|
2021
Q3 | – | Sell |
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|
2021
Q2 | $202K | Hold |
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|
2021
Q1 | $209K | Sell |
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|
2020
Q4 | $216K | Sell |
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|
2020
Q3 | $235K | Sell |
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|
2020
Q2 | $270K | Buy |
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|
2020
Q1 | $207K | Sell |
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|
2019
Q4 | $248K | Sell |
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|
2019
Q3 | $250K | Sell |
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|
2019
Q2 | $242K | Sell |
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|
2019
Q1 | $283K | Buy |
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|
2018
Q4 | $206K | Sell |
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|
2018
Q3 | $295K | Buy |
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|
2018
Q2 | $283K | Buy |
|