Schechter Investment Advisors’s Dominion Energy D Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-3,660
| Closed | -$211K | – | 672 |
|
|
2024
Q3 | $211K | Buy |
+3,660
| New | +$211K | 0.02% | 578 |
|
|
2023
Q3 | – | Sell |
-4,310
| Closed | -$223K | – | 648 |
|
|
2023
Q2 | $223K | Buy |
4,310
+524
| +14% | +$27.1K | 0.02% | 563 |
|
|
2023
Q1 | $212K | Buy |
+3,786
| New | +$212K | 0.02% | 606 |
|
|
2022
Q4 | – | Sell |
-8,346
| Closed | -$576K | – | 866 |
|
|
2022
Q3 | $576K | Sell |
8,346
-847
| -9% | -$58.5K | 0.06% | 462 |
|
|
2022
Q2 | $733K | Buy |
9,193
+441
| +5% | +$35.2K | 0.07% | 391 |
|
|
2022
Q1 | $744K | Buy |
8,752
+602
| +7% | +$51.2K | 0.07% | 403 |
|
|
2021
Q4 | $641K | Buy |
+8,150
| New | +$641K | 0.06% | 440 |
|