PWAG
Polaris Wealth Advisory Group’s Dominion Energy D Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-85,695
| Closed | -$5.53M | – | 178 |
|
|
2022
Q3 | $5.53M | Sell |
85,695
-358,631
| -81% | -$23.1M | 0.46% | 66 |
|
|
2022
Q2 | $35.5M | Buy |
444,326
+131,344
| +42% | +$10.5M | 2.83% | 10 |
|
|
2022
Q1 | $27.4M | Sell |
312,982
-1,491
| -0.5% | -$131K | 1.83% | 23 |
|
|
2021
Q4 | $24.7M | Buy |
314,473
+6,326
| +2% | +$497K | 1.42% | 28 |
|
|
2021
Q3 | $22.8M | Buy |
+308,147
| New | +$22.8M | 1.36% | 34 |
|
|
2018
Q4 | – | Sell |
-200
| Closed | -$14K | – | 213 |
|
|
2018
Q3 | $14K | Buy |
+200
| New | +$14K | ﹤0.01% | 365 |
|
|
2018
Q2 | – | Sell |
-100
| Closed | -$7K | – | 294 |
|
|
2018
Q1 | $7K | Buy |
+100
| New | +$7K | ﹤0.01% | 382 |
|