RPWA
Regent Peak Wealth Advisors’s Dominion Energy D Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-3,223
| Closed | -$222K | – | 159 |
|
|
2022
Q3 | $222K | Buy |
3,223
+350
| +12% | +$24.1K | 0.08% | 136 |
|
|
2022
Q2 | $229K | Sell |
2,873
-771
| -21% | -$61.5K | 0.07% | 136 |
|
|
2022
Q1 | $310K | Buy |
3,644
+32
| +0.9% | +$2.72K | 0.09% | 124 |
|
|
2021
Q4 | $284K | Buy |
3,612
+20
| +0.6% | +$1.57K | 0.08% | 134 |
|
|
2021
Q3 | $262K | Buy |
3,592
+36
| +1% | +$2.63K | 0.08% | 142 |
|
|
2021
Q2 | $266K | Sell |
3,556
-81
| -2% | -$6.06K | 0.07% | 138 |
|
|
2021
Q1 | $276K | Buy |
3,637
+1,622
| +80% | +$123K | 0.09% | 126 |
|
|
2020
Q4 | $152K | Buy |
+2,015
| New | +$152K | 0.05% | 169 |
|
|
2020
Q3 | – | Sell |
-2,750
| Closed | -$223K | – | 131 |
|
|
2020
Q2 | $223K | Sell |
2,750
-39
| -1% | -$3.16K | 0.1% | 109 |
|
|
2020
Q1 | $201K | Buy |
+2,789
| New | +$201K | 0.11% | 108 |
|