Physician Wealth 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 | $228K | Buy |
4,027
+43
| +1% | +$2.43K | 0.04% | 165 |
|
|
2025
Q1 | $223K | Buy |
3,984
+21
| +0.5% | +$1.18K | 0.04% | 163 |
|
|
2024
Q4 | $213K | Buy |
3,963
+3
| +0.1% | +$162 | 0.04% | 170 |
|
|
2024
Q3 | $228K | Buy |
+3,960
| New | +$228K | 0.04% | 171 |
|
|
2023
Q2 | – | Sell |
-3,567
| Closed | -$205K | – | 152 |
|
|
2023
Q1 | $205K | Buy |
3,567
+3
| +0.1% | +$172 | 0.05% | 147 |
|
|
2022
Q4 | $223K | Buy |
3,564
+3
| +0.1% | +$187 | 0.06% | 140 |
|
|
2022
Q3 | $246K | Buy |
3,561
+1
| +0% | +$69 | 0.08% | 125 |
|
|
2022
Q2 | $294K | Sell |
3,560
-1,473
| -29% | -$122K | 0.09% | 116 |
|
|
2022
Q1 | $415K | Buy |
5,033
+2
| +0% | +$165 | 0.11% | 93 |
|
|
2021
Q4 | $404K | Buy |
5,031
+2
| +0% | +$161 | 0.11% | 97 |
|
|
2021
Q3 | $368K | Buy |
5,029
+2
| +0% | +$146 | 0.1% | 103 |
|
|
2021
Q2 | $374K | Sell |
5,027
-33
| -0.7% | -$2.46K | 0.11% | 97 |
|
|
2021
Q1 | $387K | Buy |
5,060
+2
| +0% | +$153 | 0.13% | 93 |
|
|
2020
Q4 | $368K | Buy |
5,058
+2
| +0% | +$146 | 0.13% | 91 |
|
|
2020
Q3 | $413K | Buy |
5,056
+2
| +0% | +$163 | 0.17% | 79 |
|
|
2020
Q2 | $405K | Buy |
+5,054
| New | +$405K | 0.16% | 80 |
|