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Pursue Wealth Partners’s Dominion Energy D Stock Holding History

Pursue Wealth Partners’s Portfolio D Stock Details D Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q2 		– Sell
-52
Closed -$4.56K – 139
2022
Q1 		$4.56K Buy
+52
New +$4.18K ﹤0.01% 226

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Fidelity Investments
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Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Pursue Wealth Partners's D Position: Q2 2022 in Review

Pursue Wealth Partners sold out of Dominion Energy (D) in Q2 2022, closing a stake of 52 shares — an estimated $4.56K sold.

Pursue Wealth Partners first reported a position in D in Q1 2022 and held it in 1 quarter. The position peaked at $4.56K in Q1 2022. 1,518 funds tracked by Wall St. Rank hold D as of Q2 2022.

  • Pursue Wealth Partners reported no remaining Dominion Energy position as of Q2 2022 after selling out during the quarter.
  • Pursue Wealth Partners sold 52 Dominion Energy shares in Q2 2022, an estimated $4.56K.
  • Pursue Wealth Partners first reported a position in Dominion Energy in Q1 2022 and held it in 1 quarter.
  • Pursue Wealth Partners's Dominion Energy position peaked at $4.56K in Q1 2022.
  • 1,518 funds tracked by Wall St. Rank held Dominion Energy as of Q2 2022.

Based on Pursue Wealth Partners's 13F filing for Q2 2022, filed 11 Aug 2022.