Schrum Private Wealth Management’s Dominion Energy D Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-4,246
| Closed | -$245K | – | 134 |
|
|
2024
Q3 | $245K | Buy |
+4,246
| New | +$245K | 0.13% | 150 |
|
|
2022
Q3 | – | Sell |
-2,616
| Closed | -$209K | – | 108 |
|
|
2022
Q2 | $209K | Sell |
2,616
-41
| -2% | -$3.28K | 0.24% | 107 |
|
|
2022
Q1 | $221K | Sell |
2,657
-16
| -0.6% | -$1.33K | 0.22% | 107 |
|
|
2021
Q4 | $210K | Buy |
+2,673
| New | +$210K | 0.19% | 121 |
|