MinichMacGregor Wealth Management’s Dominion Energy D Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-117
| Closed | -$7.17K | – | 217 |
|
|
2022
Q4 | $7.17K | Buy |
+117
| New | +$7.17K | ﹤0.01% | 442 |
|
|
2018
Q4 | – | Sell |
-117
| Closed | -$8K | – | 185 |
|
|
2018
Q3 | $8K | Hold |
117
| – | – | 0.01% | 333 |
|
|
2018
Q2 | $8K | Hold |
117
| – | – | 0.01% | 332 |
|
|
2018
Q1 | $7K | Sell |
117
-144
| -55% | -$8.62K | 0.01% | 343 |
|
|
2017
Q4 | $21K | Hold |
261
| – | – | 0.02% | 193 |
|
|
2017
Q3 | $20K | Hold |
261
| – | – | 0.02% | 194 |
|
|
2017
Q2 | $20K | Sell |
261
-1
| -0.4% | -$77 | 0.02% | 190 |
|
|
2017
Q1 | $20K | Sell |
262
-25
| -9% | -$1.91K | 0.02% | 186 |
|
|
2016
Q4 | $21K | Hold |
287
| – | – | 0.02% | 174 |
|
|
2016
Q3 | $21K | Hold |
287
| – | – | 0.02% | 176 |
|
|
2016
Q2 | $22K | Hold |
287
| – | – | 0.02% | 170 |
|
|
2016
Q1 | $21K | Buy |
287
+105
| +58% | +$7.68K | 0.02% | 167 |
|
|
2015
Q4 | $12K | Buy |
+182
| New | +$12K | 0.01% | 209 |
|