Mount Yale Investment Advisors’s Dominion Energy D Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $39K | Buy |
+690
| New | +$39K | ﹤0.01% | 884 |
|
|
2022
Q4 | – | Sell |
-5,798
| Closed | -$401K | – | 460 |
|
|
2022
Q3 | $401K | Sell |
5,798
-1,466
| -20% | -$101K | 0.05% | 301 |
|
|
2022
Q2 | $580K | Buy |
7,264
+1,602
| +28% | +$128K | 0.07% | 261 |
|
|
2022
Q1 | $481K | Buy |
5,662
+225
| +4% | +$19.1K | 0.05% | 308 |
|
|
2021
Q4 | $427K | Buy |
5,437
+1,029
| +23% | +$80.8K | 0.04% | 313 |
|
|
2021
Q3 | $322K | Buy |
4,408
+838
| +23% | +$61.2K | 0.04% | 341 |
|
|
2021
Q2 | $263K | Buy |
3,570
+40
| +1% | +$2.95K | 0.03% | 350 |
|
|
2021
Q1 | $268K | Buy |
+3,530
| New | +$268K | 0.04% | 337 |
|
|
2018
Q3 | – | Sell |
-185
| Closed | -$13K | – | 948 |
|
|
2018
Q2 | $13K | Buy |
185
+85
| +85% | +$5.97K | ﹤0.01% | 849 |
|
|
2018
Q1 | $7K | Buy |
+100
| New | +$7K | ﹤0.01% | 873 |
|