Physician Wealth 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 | $228K | Buy |
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|
2025
Q1 | $223K | Buy |
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|
2024
Q4 | $213K | Buy |
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|
2024
Q3 | $228K | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $205K | Buy |
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|
2022
Q4 | $223K | Buy |
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|
2022
Q3 | $246K | Buy |
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|
2022
Q2 | $294K | Sell |
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|
2022
Q1 | $415K | Buy |
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|
2021
Q4 | $404K | Buy |
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|
2021
Q3 | $368K | Buy |
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|
2021
Q2 | $374K | Sell |
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|
2021
Q1 | $387K | Buy |
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|
2020
Q4 | $368K | Buy |
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|
2020
Q3 | $413K | Buy |
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|
2020
Q2 | $405K | Buy |
|