Mount Yale Investment Advisors’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
Q2 | $39K | Buy |
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|
2022
Q4 | – | Sell |
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|
2022
Q3 | $401K | Sell |
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|
2022
Q2 | $580K | Buy |
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|
2022
Q1 | $481K | Buy |
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|
2021
Q4 | $427K | Buy |
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|
2021
Q3 | $322K | Buy |
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|
2021
Q2 | $263K | Buy |
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|
2021
Q1 | $268K | Buy |
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|
2018
Q3 | – | Sell |
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|
2018
Q2 | $13K | Buy |
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|
2018
Q1 | $7K | Buy |
|