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MONECO Advisors’s Dominion Energy D Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$601K Sell
10,627
-26,607
-71% -$1.5M 0.06% 258
2025
Q1
$2.09M Sell
37,234
-70
-0.2% -$3.93K 0.22% 105
2024
Q4
$2.01M Sell
37,304
-17,091
-31% -$921K 0.21% 112
2024
Q3
$3.14M Buy
54,395
+43,559
+402% +$2.52M 0.39% 68
2024
Q2
$531K Buy
10,836
+996
+10% +$48.8K 0.08% 227
2024
Q1
$484K Buy
+9,840
New +$484K 0.08% 244