Premier Path Wealth Partners’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 | $496K | Sell |
8,782
-5
| -0.1% | -$283 | 0.07% | 245 |
|
|
2025
Q1 | $493K | Buy |
8,787
+355
| +4% | +$19.9K | 0.08% | 233 |
|
|
2024
Q4 | $454K | Sell |
8,432
-40
| -0.5% | -$2.15K | 0.07% | 242 |
|
|
2024
Q3 | $490K | Sell |
8,472
-317
| -4% | -$18.3K | 0.08% | 232 |
|
|
2024
Q2 | $431K | Buy |
8,789
+1,541
| +21% | +$75.5K | 0.07% | 249 |
|
|
2024
Q1 | $357K | Buy |
7,248
+913
| +14% | +$44.9K | 0.07% | 247 |
|
|
2023
Q4 | $298K | Buy |
+6,335
| New | +$298K | 0.07% | 262 |
|