Ropes Wealth Advisors’s Dominion Energy D Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
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|
2023
Q2 | $1.26M | Buy |
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|
2023
Q1 | $1.35M | Sell |
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|
2022
Q4 | $1.54M | Buy |
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|
2022
Q3 | $1.7M | Hold |
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|
2022
Q2 | $1.96M | Hold |
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|
2022
Q1 | $2.09M | Buy |
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|
2021
Q4 | $457K | Sell |
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|
2021
Q3 | $1.13M | Buy |
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|
2021
Q2 | $434K | Hold |
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|
2021
Q1 | $464K | Buy |
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|
2020
Q4 | $434K | Buy |
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|
2020
Q3 | $427K | Sell |
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|
2020
Q2 | $463K | Buy |
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|
2020
Q1 | $401K | Sell |
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|
2019
Q4 | $460K | Sell |
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|
2019
Q3 | $456K | Sell |
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|
2019
Q2 | $442K | Hold |
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|
2019
Q1 | $438K | Buy |
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|
2018
Q4 | $394K | Buy |
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|
2018
Q3 | $365K | Sell |
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|
2018
Q2 | $359K | Sell |
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|
2018
Q1 | $361K | Sell |
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|
2017
Q4 | $468K | Buy |
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|
2017
Q3 | $443K | Buy |
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|
2017
Q2 | $439K | Sell |
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|
2017
Q1 | $1.74M | Hold |
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|
2016
Q4 | $1.72M | Buy |
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|
2016
Q3 | $419K | Buy |
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|
2016
Q2 | $433K | Hold |
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|
2016
Q1 | $417K | Hold |
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|
2015
Q4 | $375K | Sell |
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|
2015
Q3 | $581K | Buy |
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|
2015
Q2 | $371K | Hold |
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|
2015
Q1 | $393K | Buy |
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