PWA
Phoenix Wealth Advisors’s Dominion Energy D Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $573K | Buy |
10,143
+3
| +0% | +$170 | 0.24% | 74 |
|
|
2025
Q1 | $569K | Buy |
10,140
+45
| +0.4% | +$2.52K | 0.25% | 71 |
|
|
2024
Q4 | $544K | Buy |
10,095
+120
| +1% | +$6.46K | 0.24% | 73 |
|
|
2024
Q3 | $576K | Buy |
9,975
+80
| +0.8% | +$4.62K | 0.27% | 68 |
|
|
2024
Q2 | $485K | Buy |
9,895
+51
| +0.5% | +$2.5K | 0.24% | 73 |
|
|
2024
Q1 | $484K | Buy |
9,844
+533
| +6% | +$26.2K | 0.3% | 66 |
|
|
2023
Q4 | $452K | Sell |
9,311
-396
| -4% | -$19.2K | 0.31% | 57 |
|
|
2023
Q3 | $434K | Buy |
9,707
+80
| +0.8% | +$3.57K | 0.25% | 53 |
|
|
2023
Q2 | $499K | Buy |
+9,627
| New | +$499K | 0.29% | 51 |
|
|
2022
Q2 | – | Sell |
-3,931
| Closed | -$345K | – | 111 |
|
|
2022
Q1 | $345K | Hold |
3,931
| – | – | 0.36% | 64 |
|
|
2021
Q4 | $309K | Sell |
3,931
-896
| -19% | -$70.4K | 0.23% | 89 |
|
|
2021
Q3 | $352K | Sell |
4,827
-25,040
| -84% | -$1.83M | 0.26% | 78 |
|
|
2021
Q2 | $2.25M | Buy |
29,867
+1,365
| +5% | +$103K | 1.62% | 20 |
|
|
2021
Q1 | $2.16M | Buy |
28,502
+267
| +0.9% | +$20.2K | 1.68% | 23 |
|
|
2020
Q4 | $2.12M | Buy |
+28,235
| New | +$2.12M | 1.61% | 22 |
|