RWA 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
Q1 | – | Sell |
-4,256
| Closed | -$229K | – | 547 |
|
|
2024
Q4 | $229K | Hold |
4,256
| – | – | ﹤0.01% | 526 |
|
|
2024
Q3 | $246K | Buy |
+4,256
| New | +$246K | ﹤0.01% | 512 |
|
|
2018
Q3 | – | Sell |
-9,191
| Closed | -$627K | – | 338 |
|
|
2018
Q2 | $627K | Buy |
9,191
+6,721
| +272% | +$458K | 0.07% | 142 |
|
|
2018
Q1 | $167K | Hold |
2,470
| – | – | 0.02% | 210 |
|
|
2017
Q4 | $200K | Buy |
+2,470
| New | +$200K | 0.02% | 227 |
|