QWP
Quotient Wealth Partners’s Dominion Energy D Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $441K | Buy |
7,795
+184
| +2% | +$10.4K | 0.01% | 205 |
|
|
2025
Q1 | $427K | Buy |
7,611
+39
| +0.5% | +$2.19K | 0.01% | 195 |
|
|
2024
Q4 | $408K | Sell |
7,572
-98
| -1% | -$5.28K | 0.01% | 200 |
|
|
2024
Q3 | $443K | Sell |
7,670
-69
| -0.9% | -$3.99K | 0.01% | 188 |
|
|
2024
Q2 | $379K | Buy |
7,739
+893
| +13% | +$43.8K | 0.01% | 206 |
|
|
2024
Q1 | $337K | Sell |
6,846
-2,722
| -28% | -$134K | 0.01% | 216 |
|
|
2023
Q4 | $450K | Buy |
+9,568
| New | +$450K | 0.02% | 179 |
|