Milestone Advisory Partners’s Dominion Energy D Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
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|
2023
Q1 | $291K | Hold |
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|
2022
Q4 | $319K | Sell |
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|
2022
Q3 | $567K | Buy |
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|
2022
Q2 | $585K | Hold |
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|
2022
Q1 | $612K | Buy |
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|
2021
Q4 | $487K | Buy |
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|
2021
Q3 | $374K | Buy |
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|
2021
Q2 | $340K | Hold |
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|
2021
Q1 | $351K | Hold |
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|
2020
Q4 | $347K | Hold |
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|
2020
Q3 | $365K | Hold |
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|
2020
Q2 | $375K | Hold |
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|
2020
Q1 | $334K | Hold |
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|
2019
Q4 | $383K | Hold |
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|
2019
Q3 | $374K | Hold |
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|
2019
Q2 | $357K | Buy |
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|
2019
Q1 | $308K | Buy |
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